HomeMy WebLinkAbout12-04-09NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES !!~~rr'~~ ,ryALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION f)° ' :, i ~ blis AND ASSESSMENT OF TAX REV-1547 EX AFP C10-09)
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HARRISBURG PA 17128-0601 ~~~~~ { C~ i ~~ ; } jj, ;, J
~~~ ~EC ~~ ~~ `: 41 DATE 11-30-2009
ESTATE OF JAMES BAYARD D
DATE OF DEATH 09-17-2008
FILE NUMBER 21 09-0049
~~ COUNTY CUMBERLAND
CLYDE B JAMES ~~~D G4~ ~ ACN 101
987 SUMMER HILL DR APPEAL DATE: 01-29-2010
GAMBRILLS MD 21054 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND R MIT 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 (10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOMANC~ OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JAMES BAYARD DFILE N0.:21 09-0049 ACN: 101 DATE: 11-30-2009
TAX RETURN MAS: (X) ACCEPTED AS FILED ( )CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estat• (ScMdule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (ScMdule B) (Z) .Q 0 credit to your account,
3. Closely Held Stock/Partnership Interest (ScMdule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payaent.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 232,683.74
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers [Schedule G) (7) 4 , 364.62
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(8) 237, 048.36
(q) 25,401.90
clo) 1,989.21
11. Total Deductions (11) 27,391.11
12. Nat Value of Tax Return (12) 209,657.25
13. Charitable/Governwental Bequests; Non-elected 9113 Trusts (ScMdule J) (13) 6 3.830.5
14. Net Value of Estate Subject to Tax (14) 1_45.826.73
NOTE: If an assessment was issued previously, lines 14, 15 andior 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 rats (151 .00 X 00 = .00
16. Aaount of Line 14 taxable at Lineal/Class A rate (16) 1~1 ~A9~ 7~ X 045 = 5.932.21
17. Amount of Line 14 at Sibling rate (17) nn x 12 = .00
18. Amount of Lins 14 taxable at Collateral/Class B rats (18) 14, 000. 00 X 15 - 2,100.00
19. Principal Tax Dw (19)= 8, 032.21
TAX CREDITS:
DATE I NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
I06-09-2009 I CD011334 .00 8,032.21
TOTAL TAX PAYMENT 8 032.21
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-' (CR), YOU NAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.