HomeMy WebLinkAbout03-23-15 .--.r-
�A NOTICE OF INHERITANCE TAX r7_ pennsytvania
'ISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVUkL_t4XF`S' PP DEPARTMENT OF REVENUE
INHERITANCE TAX DIVIVIMC, OF�DEDUCTIONS AND ASSESSMENT OF TAX 117 REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
C DATE 03-23-2015
C� ESTATE OF LAY BETTY L
DATE OF DEATH 10-15-2013
FILE NUMBER 21 13-1116
COUNTY CUMBERLAND
LAY DONALD L ACN 101
3804 BRYTTON LN APPEAL DATE: 05-22-2015
HARRISBURG PA 17110-3001 (See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LAY BETTY LFILE NO. :21 13-1116 ACN: 101 DATE: 03-23-2015
TAX RETURN WAS. C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 20,061.48
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 25,051.23
8. Total Assets (8) 45,112.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,257.76
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) 6,257.76
12. Net Value of Tax Return (12) 38,854.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 38,854.95
NOTE: If an assessment was issued Previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) 25,051.23 x 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 13.Rni_72 X 045 = 621 .17
17. Amount of Line 14 at sibling rate C17) .00, x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 621.17
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-14-2014 CDO18652 31.06 800.00
TOTAL TAX PAYMENT 831 .06
BALANCE OF TAX DUE 209.89CR
INTEREST AND PEN. .00
TOTAL DUE 209.89CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.