HomeMy WebLinkAbout07-09-10NOTICE OF INHERITANCE TAX pennsylvan~a ~
;~t~I~WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
APPRAI~SE~1
~~~~
' `
BUREAU OF INDIVIDUAL TAXES
WC,TIQ1~~: ;AND
INHERITANCE TAX DIVISION ` i~~D ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ,'.{.a,w E L,1 i '.+ ~~+~'~
HARRISBURG PA 17128-0601
~Q~a ~ii~ _9 ~~ ~~~ 43
t~ DATE 07-05-2010
ESTATE OF PLYLEY BERNICE I
DATE OF DEATH 08-11-2009
CL~~~ Qi~ FILE NUMBER 21 09-0773
~~P~#~i~ `-'C'~~T COUNTY CUMBERLAND
R MARK THOMAS ESQ CV~.._,M~ ,-- • ~4= .- ~ ACN 101
101 S MARKET ST APPEAL DATE: 09-03-2010
M E C H A N I C S B U R G P A 17 0 5 5 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
---) --RETAIN-LOWER-POR
CUT ALONG THIS LINE TION_ FOR YOUR RECORDS ~--- _ _______________
_
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: PLYLEY BERNICE IFILE N0 .:21 09-0773 ACN: 101 DATE: 07-05-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 295, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .0 0
C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 299, 037.58
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 380 , 375.69
(8) 974 , 413.27
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 38,2 3 5.9 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7:5 2 7,91
(11) 45,763.83
11. Total Deductions (12) 928, 649.44
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14 f Estate Subject to Tax
t V
l
N (14) 928,649.44
. ue o
a
e
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 9?8.649.44 x 045 = 41 , 789 .22
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 41 , 789.22
TAY ['R Fil T TS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-04-2009 CD011947 1,105.26 21,000.00
05-11-2010 CD012734 .00 19,739.22
TOTAL TAX PAYMENT 41,844.48
BALANCE OF TAX DUE 55.26CR
INTEREST AND PEN. .00
TOTAL DUE 55.26CR
* 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 FOR INSTRUCTIONS ~~