HomeMy WebLinkAbout12-29-09-fin ~,., QIQ.TICE OF INHERITANCE TAX Pennsylvania ~
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AND ASSESSMENT OF TAX REV-1547 IX AFP Q2-J9)
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HARRISBURG PA 17128-0601
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~M jQ: 3j~ DATE 12-21-2009
ESTATE OF PAXTON DALLAS J
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RICKY PAXTON ACN 101
401 HEISERS LANE APPEAL DATE: 02-19-2010
CARL I SL E PA 17 015 (See reverse side under Objections)
Amount Re^itted~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~--1 RETAIN LOWER
-------------------- PORTION FOR YOUR RECORDS ~' _ _
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PAXTON DALLAS JFILE N0.:21 08-0722 ACN: 101 DATE: 12-21-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 130,000.00 NOTE: To ensure proper
Stooks and Bonds (Schedule B)
2 (2) 3,479.36 credit to your account,
. 00 submit the upper portion
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0D tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 185,561.06
6. Jointly Owned Property (Schedule F) ((,) 51 , 085.00
7. Transfers (Schedule G) (7) 46,721.00
e. Total Assets (8) 416.846.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 12.179.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,726.84
11. Total Deductions C11) 13,905.84
12. Net Value of Tax Return (12) 402,940.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 402,940.58
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) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 402. 940.58 x 045 = 18,132.33
17. Amount of Line 14 at Sibling rate (17) .DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due (19)= 18, 132.33
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-27-2009 CD011535 .00 18,132.33
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-28-2009 TOTAL TAX PAYMENT 18,132.33
BALANCE OF TAX DUE .00
INTEREST AND PEN. 303.06
TOTAL DUE 303.06
* 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.