HomeMy WebLinkAbout02-16-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES - A?PRAISEFIEN'T', ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX Drv1s1oN (TF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ '
HARRISBURG PA 17128-0601 --~ - '
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RONALD S KEARNS ~, ~1N~;'~! `~;~.~[' ~~~„ PP
SMITH ELLIOTT KEAR S &
804 WAYNE
CHAMBERSBURG PA 17201
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 02-08-2010
ESTATE OF WRIGHT JAY A
DATE OF DEATH 12-08-2008
FILE NUMBER 21 08-1255
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-09-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS E--
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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: WRIGHT JAY AFILE N0.:21 08-1255 ACN: 101 DATE: 02-08-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
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 (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1) .00 NOTE: To ensure proper
I2) 548,203.00 credit to your account,
(3) 00 submit the upper portion
of this form with your
C4) • 00 tax payment.
c5) .00
c6) 130,893.00
~7) 176, 154.00
cB) 855,250.00
c9) 23.873.00
Ilo) 364.00
11. Total Deductions I11) 24,237.00
12. Net Value of Tax Return I12) 831 , 013.00
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 831,013.00
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 664,270.00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 166.74 .00 X 045 = 7,503.44
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 x 15 - .00
19. Principal Tax Due (19)= 7,503.44
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-12-2009 CD011611 .00 7,503.44
TOTAL TAX PAYMENT 7,503.44
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.