HomeMy WebLinkAbout03-26-10''~~ ^ : ~} ~ SCE OF INHERITANCE TAX Pennsylvania ~
` APPRAkS~, ,E~7, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ,'' i~:_ ,.
INHERITANCE TAX DIVISION c "-'~'"~` '°-'O~+D~bUGTIONS AND ASSESSMENT OF TAX REY-1547 IX AFP Q2-09)
PO BOX 280601
HARRISBURG PA 17128-Ob01
2010 ~4~R 26 Pii i2~ ~ ~ DATE 03-22-2010
ESTATE OF EWING SEYMOUR A
C~~f;E<t,~iF DATE OF DEATH 01-02-2009
nt' FILE NUMBER 21 09-0110
CU~'v~"~r''-'r,:~''`.' '^_ ~'' PA COUNTY CUMBERLAND
ROBERT G FREY ACN 101
FREY & TILEY APPEAL DATE: 05-21-2010
5 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 Anount Reaitted
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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REY-1547 EX AFP t12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EWING SEYMOUR AFILE N0.:21 09-0110 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,978,318.00 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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) 700,807.00
7. Transfers (Schedule G) (7) 953,755.00
8. Total Assets C8) 3,632,880.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .DO
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) •00
12. Net Value of Tax Return C12) 3,632,880.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 3,632,880.00
NOTE: If an assess~ent 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 (15) 3,032,880.00 )( 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 600.000.00 x 045 ~ 27, 000.00
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .0D
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due (19)= 27, 000.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-24-2009 CD011034 1,350.00 25,650.00
10-01-2009 CD011823 .00 67.50
TOTAL TAX PAYMENT 27,067.50
BALANCE OF TAX DUE 67.50CR
INTEREST AND PEN. .00
TOTAL DUE 67.50CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS. (~t~„ ~