HomeMy WebLinkAbout01-25-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MICHAEL L BANGS
429 S 18TH ST
CAMP HILL
NOTICE OF INHERITANCE TAX
AP,~:R~,.~S,~[1EN~-;4A~4'~IANCE OR DISALLOWANCE
'~fl~F`~ #IE~iiC'T~ONS AND ASSESSMENT OF TAX
_... '' I ~. .,. ..~ _.. _
CUT ALONG THIS LINE ~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- ~ ----_
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WILSON RONALD MFILE N0.:21 08-1169 ACN: 101 DATE: 01-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds cSchedule B)
3. Closely Held Stock/Partnership Interest cSchedule C)
4. Mortgages/Notes Receivable cSchedule D)
5. Cash/Bank Deposits/Misc. Personal Property cSchedule E)
6. Jointly Owned Property cSchedule F)
7. Transfers cSchedule G)
c7)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
.00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t c8) 616,202.87
8. s
Total Asse
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses cSchedule H) c9) 2 2.5 3 6.3 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) c10) 3,3 21.4 2
C11) 25, 857.77
11 . Total Deductions 345.10
590
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
Subject to Tax
t
t
f E
l (14) 590,345.10
14. a
e
ue o
s
Net Va
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 C15) 137,689.80 X 00 = .00
16. Amount of Lfne 14 taxable at Lineal/Class A rate C16) 432.655.30 x 045 = 19,469.49
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 20, 000.00 X 15 = 3, 000.00
19. Principal Tax Due C19)= 22,469.49
TAY rQFT1TTC e
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-11-2009 CD010883 1,105.26 21,000.00
07-29-2009 CD011547 .00 364.23
cl) 320,000.00
c2) 1, 766.56
c3) .00
c4) .00
c5) 294,436.31
c6) .00
y~~~ ~~~ ZS p~ ~~ ~ ~ ESTATE OF WILSON2010 RONALD M
DATE OF DEATH 11-12-2008
~ ~ ~4V;r
~L~nE~ +~, FILE NUMBER 21 08-1169
' ~"~1,1''^'~~'i'T CUMBERLAND
Q~~l~~, , . _ ~'w~t.l ~E COUNTY
,r aft; F ,.. ~~ ~. i '"~,. ~;~, ACN 101
~~'w~ APPEAL DATE: 03-20-2010
P A 17 011 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 22,469.49
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.