HomeMy WebLinkAbout01-08-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
STEPHEN D TILEY
FREY & TILEY
5 S HANOVER ST
CARLISLE
-f,~ ~r•,-~OT~.C1E; OF INHERITANCE TAX
AP~RA~S~Ih~I~!"~`r~;i1~OWANCE OR DISALLOWANCE
~~OFi ~£~ WCT~,CIN$~ AND ASSESSMENT OF TAX
_ ~.~ :~;,
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
~~~~ ~~~ _8 P~ ': ~ Q DATE 01-04-2010
ESTATE OF TAYLOR VIRGINIA
C(ER~( ~1~ DATE OF DEATH 07-29-2008
~R~N7j1~'~ ~IJiJ~}i~ FILE NUMBER 21 08-0795
CUAd~~'rF~ s;`;!~ ~~1 P~ COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-05-2010
(See reverse side under Objections)
PA 17013 Amount ReAitted
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 ~
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _____
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: TAYLOR VIRGINIA FILE N0.:21 08-0795 ACN: 10.1 DATE: 01-04-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •0~ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 279,271.61 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •OQ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 2,350.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 79,607.27
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) ,OQ
8. Total Assets (B) 361.228.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 4 .~76.;y~
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,926.2 6
11. Total Deductions C11J 46,502.59
12. Net Value of Tax Return (12) 314,726.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) _ 314,726.29
NOTE: If an assesseent was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
07-13-2009 (0011475 .00
07-22-2009 (0011520 485.07-
c15) .00 X 00 = .00
c16) . Do x 045 = . 00
C17) _ 00 X 12 = . 00
c1B)_ 314,726.29 X 15 = 47,209.00
c19)= 47,209.00
AMOUNT PAID
,~.,~. ~~
698.50
TOTAL TAX PAYMENt 47,422.43
BALANCE OF TAX DUIE 213.43CR
INTEREST AND PEN... .00
TOTAL DUE 213.43CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREL')IT" CCR)r YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (~