HomeMy WebLinkAbout10-22-10_i
-~- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES_ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-060.1 ~ ~ -5 r,
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AMY M MOYA
5011 LOCUST LN
HBG PA 17109
(1) .00
(2) .00
C3) .00
t4) .00
(5) 8, 625.40
(6) .00
C7) 1,374,738.25
CUT ALONG THIS LINE ---_ --'~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS 'F- _ ___________ _
REY-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: VANORMAN ELLIS FILE N0.:21 10-0167 ACN: 101 DATE: 10-19-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens tSchedule I)
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 1,383,363.65
C9) 25 , 223.92
(lo) 1,751.35
11. Total Deductions C11) 26,975.27
12. Net Value of Tax Return (12) 1 , 356 , 388.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J] (13) .0 0
14. Net Value of Estate Sub]ect to Tax C 14) 1 , 356 , 3$8.38
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
DATE 10-19-2010
ESTATE OF VAN~RMAN ELLIS
DATE OF DEATH 11-19-2009
FILE NUMBER 21 10-0167
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-18-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
c15) .00 x 00 = .00
(16) ~ .3F;6.3A8 _;8 x 045 = 61, 037.48
cln . oo x 12 = . 00
c18) .00 x 15 = .00
(19)= 61,037.48
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-17-2010 CD012366 2,973.68 56,500.00
08-16-2010 CD013216 .00 1,563.80
TOTAL TAX PAYMENT 61,037.48
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.
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