HomeMy WebLinkAbout11-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~`"~" '."--,rT1DTICE OF INHERITANCE TAX
APFRAISHMENT, ALLOWANCE OR DISALLOWANCE
- 'OF DEDUCTIONS AND ASSESSMENT OF TAX
~~~~~ ~t.
CHRYSTAL L PROSSEf~i~~sQ -~ • pr1.
W R BUNT LAW OFFICE
PO BOX 336
NEW BLOOMFIELD PA 17068
REV-1547 EX AFP CO1-09)
DATE 11-16-2009
ESTATE OF NAYLOR EDWARD N
DATE OF DEATH 12-30-2008
FILE NUMBER 21 09-0055
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-15-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS E~
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NAYLOR EDWARD N FILE N0. 21 09-0055 ACN 101 DATE 11-16-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses
10. Debts/Mortgage Liabilities/Liens (Schedule
11. Total Deductions
12. Net Value of Tax Return
13.
14.
cl) .00
c2) .00
c3) .00
c4) .00
c5) 938 , 265.18
c6) .00
c7) .00
ce)
68,558.08
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
938,265.18
(Schedule H) C9)
I) clo) 8.384.19
cll) 76.942.27
c12) 861,322.91
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 4 5,332.80
Net Value of Estate Subject to Tax C14) 815,990.11
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
c15) • 00 X 00 = . 00
c16) .00 X 045 _ .00
c17) 45,332.80 X 12 = 5,439.94
~lg) 770,657.31 X 15 = 115,598.60
c19)= 121 , 038.54
1l1A I.RGLi I J.
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-03-2009 (0010961 5,789.47 110,000.00
06-09-2009 (0011341 .00 5,249.07
TOTAL TAX CREDIT 121,038.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)