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HomeMy WebLinkAbout04-29-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 014377 THOMPSON DAVID R 345 MCCABE RD LANDISBURG, PA 17047 -------- fold ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $1, 044.21 ESTATE INFORMATION: SSN: 174-05-2279 FILE NUMBER: 2110-0945 DECEDENT NAME: THOMPSON DAVID I DATE OF PAYMENT: 04/29/201 1 POSTMARK DATE: 04/29/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 09/06/2010 REMARKS: RECEIPT TO ATTY CHECK#146 SEAL TOTAL AMOUNT PAID: INITIALS: HMW REV-1162 EX(11-96) S 1,044.21 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 JOHN B FOWLER III 10 E HIGH ST CARLISLE NOTICE OF INHERITANCE TAX APPRAISEMENTff~E~~tLLCi~'ANIA:1~~~ ISALLOWANCE OF DEDUCTION6 ;AND aS$,~r, ENT OF TAX ~ .,.! r e. 'J CUT_ALON6_THIS_LINE_____ ~ __RETAIN_LOWER_PORTION_FOR_YOUR_RECORDS_ ~ ___________________ REV 1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: THOMPSON DAVID IFILE N0.:21 10-0945 ACN: 101 DATE: 04-25-2011 TAX RETURN WAS: C X) 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) pennsylvan~a ~ ~ DEPARTMENT OF REVENUE REV-1547 EX AFP C12-10) NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. (g) 1,695,918.26 (9) 72 , 383.07 (lo) 9,b8b.83 C11) 82, 069 .90 11 . Total Deductions 613, 848.36 1 12. Net Value of Tax Return C12) , 0 0 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) . 14. Net Value of Estate Subject to Tax C14) 1,613,848.36 NOTE: If an assessment was issuedpreviouslY, 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 T ~v /'.~r7'f TTI~ - (15) .00 X 00 = .00 C16) 1 , 61 ~ . A48 _ 00 x 045 = 72, 623.16 Cls) .00 X 15 = .00 (19)= 72, 623.16 .- PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT F'AID 12-01-2010 CD013724 3,578.95 68,000.00 PAYMENT MUST BE MADE BY 06-06-2011. * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C1) 210,000.00 (2) .00 (3) .00 (4) _00 (5) 208, 602.23 (6) .00 (~) 1,277,316.03 ~'~ ~ ~, '~ ~~ ~I~,A!T,~ ,., 04-25-2011 ~§TAT~E"'OF THOMPSON DAVID I ~,~~~~ ~~~DATE OF DEATH 09•-Ob-2010 BILE NUMBER 21 10-0945 C~RPH~~a'S ~~_,_~T ESQ CtI~~F~i4_;~~~~ti`I"j f:~u,~~ Y lOMBERLAND APPEAL DAl'E: 06-24-2011 P A 17 013 (See reverse side under Objections ) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF I+JILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TOTAL TAX PAYMENT 71,578.95 BALANCE OF' TAX DUE 1,044.21 f,, INTEREST ,AND PEN . . 0 0 ,,/,~- ~ TOTAL DUE 1 , 044 .21 ~.- IF TOTAL DUE IS REFlIECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERE SIDE OF THIS FORM FOR INSTRUCTIONS.