HomeMy WebLinkAbout07-16-10NOTICE OF INHERITANCE TAX pennsy van~a ~
APPR.A,,~,}4~~~hIENT, ALLOWANCE oR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES x *~ rte,,--~ ~ r-
INHERITANCE TAX DIVISION 0}F~_ D~~.I~~TLb~s,~~N~D ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ': -
HARRISBURG PA 17128-0601 ~ ~ F
DATE 06-28-2010
~~~~ .~~~. ~ ~ ~~+ #~: ~~j ESTATE OF THOMPSON ALBERTA C
DATE OF DEATH 08-31-2009
C~.~R~ 4f,-~ FILE NUMBER 21 09-0849
~R~~-I~,~~~'~ r'>U~ ;~r COUNTY CUMBERLAND
STEPHEN D TILEY (`~ J~' ~; ,_•, ,Jr! A ACN 101
5 S HANOVER ST - ~~ APPEAL DATE: 08-27-2010
CAR L I S L E PA 17 013 (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 ~
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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: THOMPSON ALBERTA (FILE N0.:21 09-0849 ACN: 101 DATE: 06-28-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) 1 , 083, 822.81 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 756,324.14
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 216,569.00
8. Total Assets c8) 2, 056, 715.95
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 4 7,318.16
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,3 0 2.7 9
11. Total Deductions C11) 50, 620.95
12. Net Value of Tax Return C12) 2, 006, 095.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 2 5,00 0.0 0
14. Net Value of Estate Subject to Tax (14) 1 , 981 , 095.00
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) .0 0 X 0 4 5 = .0 0
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 C18) 1 , 981 , 095.00 X 15 = 297, 164.00
19. Principal Tax Due C19)= 297, 164.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-13-2009 CD011986 14,858.20 290,000.00
TOTAL TAX PAYMENT 304,858.20
BALANCE OF TAX DUE 7,694.20CR
INTEREST AND PEN. .00
TOTAL DUE 7,694.20CR
* 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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