HomeMy WebLinkAbout05-07-10 (2)~ ` ~ z ~~" 17:~'~ INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ~ <i;~~ s~~' CT'f~(3N'S AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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GEORGE M RITER ESq
TIMONEY KNOX LLP
400 MD DR PO BOX 7544
FORT WASHINGTON PA 19034
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-03-2p10
ESTATE OF CONNOLLY NICHOLAS
DATE OF DEATH 07-14-2p09
FILE NUMBER 21 09-034
COUNTY CUMBERL~p-ND
ACN 101
APPEAL DATE: 07-02-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 1703
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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: CONNOLLY NICHOLAS FILE N0.:21 09-0734 ACN: lpl DATE: 05-03-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •Q ~ NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) 500,425.0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .~ ~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,78 7.1,7
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 2,401.31
8. Total Assets C8) 504 , 613.78
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 3 2.6 7 O.~i3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8 5 O.Q 4
11. Total Deductions C11) 33,520.97
12. Net Value of Tax Return C12) 471 , 092.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 471 , 092.81
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) 122, 025.44 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 349 , 067.37 X 045 = 15, 708.03
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) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 15, 708.03
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-09-2009 CD011849 763.16 14,500.00
INTEREST IS CHARGED THROUGH 05-18-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYME T 15,263.16
BALANCE OF TAX UE 444.87
INTEREST AND PE~1. 1.66
TOTAL DUE 446.53
* 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.
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