HomeMy WebLinkAbout07-16-10NOTICE OF INHERITANCE TAX pennsy van~a ~
APP-Ri4i~S?~i~ T'-"~ ~ ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - ~ '~ ~!-- '
INHERITANCE TAX DIVISION OF .D~D.UCT•~0~,~ ,~D ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ; y; ~ ..~~ ! ;_.(L! '.. ~ ~- ~-
HARRISBURG PA 17128-Ob01
~~~~ ~~,~ ~ ~ ~~ ~~; [~~ DATE 06-21-2010
ESTATE OF EWING WILLIAM M
DATE OF DEATH 06-06-2009
~,} ~~~~ ~~~ FILE NUMBER 21 09-0583
~`_ i ~' f~r'}~' '~ COUNTY CUMBERLAND
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ROBERT FREY (`! 1P<<'~f- !~`' ~~`~.~~~ `~~~' ~ P~, ACN 101
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5 S HANOVER ST APPEAL DATE: 08-20-2010
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 ~--
------------------------ ---------------------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: EWING WILLIAM MFILE N0.:21 09-0583 ACN: 101 DATE: 06-21-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 287,545.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 6,722,06$.00 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 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) 298,519.00
6. Jointly Owned Property (Schedule F) (6) 37, 650.00
7. Transfers (Schedule G) C7) 1,434, 121 .00
C8) 8,779,903.00
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 218.981.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
C11) 218, 981.00
11. Total Deductions 560,922.00
8
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 2 5,0 0 0.0 0
t to Tax
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t (14) 8,535,922.00
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Net Value of
NOTE: If an assessment was issued previously, lines 14, 15 andlor 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 8, 535, 922.00 X 15 = 1 , 280 , 388.00
19. Principal Tax Due C 19)= 1 , 280 , 388.00
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-04-2009 CD011705 60,526.32 1,150,000.00
02-26-2010 CD012401 .00 125,388.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 1,335,914.32
BALANCE OF TAX DUE 55:526.32CR
INTEREST AND PEN. .00
TOTAL DUE 55,526.32CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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