HomeMy WebLinkAbout03-05-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-Ob01
FIONA K MILLER
1817 BASIN HILL
CARLISLE
NOTICE OF INHERITANCE TAX
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PA 17013
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DEPARTMENT OF REVENUE
REY-1547 IX AFP C12-09)
DATE 03-01-2010
ESTATE OF FALEY JAMES J
DATE OF DEATH 11-29-2008
FILE NUMBER 21 09-0803
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-30-2010
(See reverse side under Objections)
Asount Reoitted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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: FALEY JAMES JFILE N0.:21 09-0803 ACN: 101 DATE: 03-01-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,QO credit to Your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) c3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 92,951.03
6. Jointly Owned Property (Schedule F) c6) .00
7. Transfers (Schedule G) (7) 86, 782.03
s. Total Assets cs) 179,733.06
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7. 000.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10, 019.41
11. Total Deductions cll) 17, 019.41
12. Net Value of Tax Return C12) 162,713.65
13. CharitablelGovernmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 162,713.65
NOTE: If an assesssent was issuedpreviouslY, 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) 162. 713.65 x 045 ' 7, 322.11
17. Amount of Line 14 at Sibling rate C17) .00 X 12 ~ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18] .00 X 15 ~ .00
19. Principal Tax Due (19)° 7,322.11
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
na_~A_~nno r_nnttAASt _00 7.322.11
TOTAL TAX PAYNENT 7,322.11
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .OD
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.