HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES ARPRI4~I$~MfNT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ,~
INHERITANCE TAX DIVISION OF "y7E~SUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-10)
PO BOX 280601 - __
HARRISBURG PA 17128-0601
DATE 03-01-2011
ESTATE OF SUNDAY PAUL W
DATE OF DEATH 06-09-2010
_, ..,
•- FILE NUMBER 21 10-0633
' COUNTY CUMBERLAND
ROBERT G FRELY',• • ACN 101
5 S HANOVER ST APPEAL DATE: 04-30-2011
C A R L I S L E P A 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- E- -------------------
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SUNDAY PAUL WFILE N0.:21 10-0633 ACN: 101 DATE: 03-01-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 150,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 569,265.50 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 456,349.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 846,923.00
8. Total Assets c8) 2,022,537.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8 9.3 2 7.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,9 7 6.0 0
11. Total Deductions (11) 91,303.00
12. Net Value of Tax Return C 12) 1 , 931 , 234 .50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 5 0,0 0 0.0 0
14. Net Value of Estate Subject to Tax (14) 1 , 881 , 234 .50
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C 18) 1 , 881 , 234.50 X 15 = 282, 185.17
19. Principal Tax Due' C19)= 282, 185.17
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-01-2010 CD013286 9,210.53 175,000.00
12-14-2010 CD013784 .00 98,435.17
TOTAL TAX PAYMENT 282,645.70
BALANCE OF TAX DUE 460.53CR
INTEREST AND PEN. .00
TOTAL DUE 460.53CR
* 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. .-~d~
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