HomeMy WebLinkAbout12-03-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
• .. ,_ NOTICE ~OF INHERITANCE TAX
_'AP~~RA~:SCCM`~~I~f,iy~ALLOWANCE OR DISALLOWANCE
`OF-' D~?DUCT~I'DNS AND ASSESSMENT OF TAX
L~~i~': i~~-
C~~P~-I;~~'~'~ ;1~ ~~-~
JOHN C HERROLD ES
129 E MARKET ST
YORK PA 17401
~1) 187,500.00
c2) 2,304,222.04
c3) .00
c4) .00
c5) 857,980.94
c6) 17,820.28
c7) .00
CUT ALONG THIS LINE ~---)--RETAIN-LOWER-PORTION FOR YOUR RECORDS F--
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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: AYRE JAMES TFILE N0.:21 10-0058 ACN: 101 DATE: 11-29-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) 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 (Schedule 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) 3,367,523.26
c9) 76 , 270.03
clo) 8, 145.27
X11) 84,415.30
11. Total Deductions 2$3,107.96
3
12. Net Value of Tax Return t12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
Tax
t t
S
bj
t
t
E (14) 3, 283, 107.96
14. ec
o
u
s
a
e
Net Value of
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 C 16) . 2R~ . 1 07.96 x 045 = 147 , 739.86
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 147,739.86
TAY CRFTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-15-2010 CD012474 7,368.42 140,000.00
09-23-2010 CD013404 .00 371.44
DATE 11-29-2010
ESTATE OF AYRE JAMES T
DATE OF DEATH 01-01-2010
FILE NUMBER 21 10-0058
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-28-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 147,739.86
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.