HomeMy WebLinkAbout05-21-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE,_OF INHERITANCE TAX
~;-~''"~~P~I~R~a~$~M~~tT~~ ALLOWANCE OR DISALLOWANCE
~.~ OF -~DEDU~`ThDNS AND ASSESSMENT OF TAX
~~~4 A~ ~ 1 ~~ ~~= ~ 3
~L~.
~ a,.,~ r., r_. ~ '~~ t f"'.
STANLEY A SMITH ES~~,~ +,._T r ' .
RHOADS ~ SINON
PO BOX 1146
HARRISBURG PA 17108-1146
pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-09)
DATE 05-17-2010
ESTATE OF HOLDER GEORGE H
DATE OF DEATH 02-08-2009
FILE NUMBER 21 09-0188
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-16-2010
(See reverse side under Objections)
Amount Remitted --~
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 E'er __ ________________
------------------------------------------------------ -------------- -- -
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOLDER GEORGE HFILE N0.:21 09-0188 ACN: 101 DATE: 05-17-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
A)
d
l
S
h
(1)
.0 0
NOTE: To ensure Proper
u
e
e
c
1. Real Estate (
B)
d
l
(S
h C2) 4,905,180.04 credit to your account,
e
u
c
e
2. Stocks and Bonds
Interest (Schedule C)
ershi
t
k/P
d St
C3) .0 0 submit the upper portion
of this form with your
n
p
ar
oc
3. Closely Hel
ble (Schedule D)
i
R C4) •0 0 tax payment.
va
ece
4. Mortgages/Notes
Personal Property (Schedule E)
/Mi
it C5) 1 , 691 , 997 .74
sc.
s
5. Cash/Bank Depos
(Schedule F)
t
P ((,) .0 0
y
roper
6. Jointly Owned
7. Transfers (Schedule G) C7) 5, 675, 976.20
CS) 12,273, 153.98
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 388.720.56
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,8 8 9.51
C11) 393, 610.07
11 . Total Deductions 874 , 543.91
11
12. Net Value of Tax Return C12) ,
8 11
7 6
0 8 6
7
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .
,
,
t
T C14) 4,792,732.15
14. ax
o
Net Value of Estate Subject
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 (15) 1,443, 177.61 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C 16) 3 .349.554...54 x 045 = 150 , 729 .95
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 -- .0 0
C19)= 150,729.95
19. Principal Tax Due
TAY f`DCTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-07-2009 CD011201 6,842.11 130,000.00
11-06-2009 CD011969 .00 13,887.84
TOTAL TAX PAYMENT 150,729.95
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. ~^~
,~
~I