HomeMy WebLinkAbout02-28-11~p'~ NOTICE OF INHERITANCE TAX pennsylvan~a ~r ~ .
BUREAU OF INDIVIDU~;~ TQJt'E,S _~_ -;I,~;~P~~-ISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISIO !. ~ ~; ~ QF DEDUCTIONS AND ASSESSMENT OF TAX '
PO BOX 280601 r! ;": ;': _ _ ~ REV-1547 IX AFP (12-10)
HARRISBURG PA 17128-0601 ~ ~ J
. ~ ..~~ ~ ~ t'., ~ ~ : `4; j DATE 02-21 -2011
ESTATE OF MANLEY DAVID L
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E{~~~ ~", DATE OF DEATH 03-19-2010
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-,-t- FILE NUMBER 21 10-0314
JAMES W ~,~;~~ , -~`~ ~ ~
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;<<~ COUNTY CUMBERLAND
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SUITE 104 ACN 101
APPEAL DATE: 04-22-2011
110 4 F E R N W O O D A V E (See reverse side under Objections
CAMP HILL PA 17011 Amount Remitted --~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL ONG THIS LINE ---- -i R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~--
REV-15 _
47 EX AFP C12-10~ NOTICE OF INHERITANCE _
_ __
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MANLEY DAVID LFILE N0 .:21 10-0314 ACN: 101 DATE: 02-21-2011
TAX RETURN WAS: t X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) tl) 950, 000.00 NOTE• To
2.
Stocks and Bonds tSchedule B) ensure
proper
t2) 11,544.54 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) t3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) of this form with your
(4)
0 0
.
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) t5) 1,454,175.62
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) t7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) _ 2,415,720.16
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) tq) _ 1 74 , 457 . ~3
10. Debts/Mortgage Liabilities/Liens (Schedule I) t10)_ 1 , 577.07
11. Total Deductions C11) 176, 034.40
12. Net Value of Tax Return t12) 2, 239, 685.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) .0 0
14. Net Value of Estate Subject to Tax t14) 2,239,685.76
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total
AS of ALL returns assessed to date.
SESSMENT 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:
PAYMENT RECEIPT DISCOUNT t+)
DATE NUMBER INTEREST/PEN PAID t-)
05-10-2010 CD012725 3,684.21
11-22-2010 CD013690 .00
t15) 100,000.00 x 00 = .00
t16) ~. 7 39.685 76 x 045 = 96,285.86
c17) _ oo x 12 = . 00
c18) .00 X 15 = .00
c19)= 96,285.86
AMOUNT PAID
70,000.00
42,750.00
TOTAL TAX PAYMENT 116,434.21
BALANCE OF TAX DUE 20,148.35CR
INTEREST AND PEN. .00
TOTAL DUE 20,148.35CR
* 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.
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