HomeMy WebLinkAbout06-04-10NOTICE OF INHERITANCE TAX ptytYan
BUREAU OF INDIYIIIUAL TAXES ~ ' ~~; ,4 CE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ /~A$'8$SSMENT OF TAX REV-1547 Ex AFP C12-89)
PO DOX 280`01 ;~ s, '_ ,~° , ~ ~.
HARRISBURG PA 17128-0681 I ~ ~= 1 ~ 1
LO~p `~~ ~~ ~~ `~ _ ~ ESTATE OF BOYLES2010 JOHN M
DATE OF DEATH 05-16-2009
FILE NUMBER 21 09-0488
~+~~. COUNTY CUMBERLAND
ANDREW C SHEELY ESQ ACN 101
127 S MARKET ST APPEAL DATES 07-30-2010
PO BOX 95 ~ (See reverse s~'de seder 4b~eclio».s)
MECHANICSBURG PA 17055 Awount Re~ittad ~~ -~
HAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALOMC THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ____-
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOMtANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESt~NENT OF TAX
ESTATE OF: BOYLES JOHN MFILE N0.:21 09-0488 ACN: 101 DATE...: 05-31-2010
TAX RETURN WAS: CjO ACCEPTED AS FLLED C ) CHANSED
APPRAISED VALUE OF RETURN RASED ON: ORIGINAL RETURN
1. Real Estate CSchedul• A) C1) .0 0 NOTE: To ensure proper
C2) .0 0 credit to your account,
2. Stocks and Bonds CSchodulo B) submit the upper portion
3. Closely Hold Stock/Partnorshiplnterost CSchodulo C) 14.,181.52
C3) of this form with your
4. Mortgages/Notes Receivable CSchodulo D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) C5) 234,966.94
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule 6) C7) 2, 617:001.94
8. Total Assets C8) 2,866.,150.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchodulo H) Cg)__,.,~~„• 78.,E
10. Debts/Mortgage Liabilities/Lions CSchodulo I) C10) 6,7 5 6,8 6
CiI) 18,545.54
11. Total Deductions 2
e4 `:604.86
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) ~_,_,~.~,_~..
14. Not Value of Estate Subject to Tax C14) 2'8'x#7'-d04~
NOTE: If an assssswent was issued previously, lines 14, 15 andlor 16. 17 , i8 and 19 will
r.fiect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
0 0
0 0
.0 0
15. Amount of Line 14 at Spousal rate C15) .
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2.847.6L1y~. X 045 ' 128,142.21
17. Amount of Lino 14 at Sibling rate C17) - d4 X 12 ~` . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 ~ .0 0
19. Principal Tax Due C19 )= 128, 142.21
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT c+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-24-2009 CDOli527 6,052.63 115,ODD.00
02-09-2010 CD012336 .00 7,089.76
TOTAL TAX PAYMENT 128,142.39
BALANCE OF TAX DUE .18CR
INTEREST AND PEN. .00
TOTAL DUE .18CR
* 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.