HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX
i ~ -' -' ~ AP~PR~c~~EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL-T~X.~S
INHERITANCE TAX nrvISION - OFI~bEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 __ ,
HARRISBURG PA 17128-0601
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R MARK TH~~A~': ESQ ~ ,
101 S MARKET ST
MECHANICSBURG PA 17055
Pennsylvania
DEPARTMENT OF REVENUE f
REV-1547 EX AFP (12-10)
DATE 03-01-2011
ESTATE OF PLYLEY JR CHAUNCEY A
DATE OF DEATH 07-11-2009
FILE NUMBER 21 10-0152
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-30-2011
(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 f-
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PLYLEY JR CHAUNCEY AFILE N0.:21 10-0152 ACN: 101
-----------------
OR
DATE: 03-01-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
.0 0
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) . 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) .0 0
6. Jointly Owned Property (Schedule F) C6) 241,446.95
7. Transfers (Schedule G) C7) 51 , 150.80
8. Total Assets c8) 292, 597.75
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses~'Adm. Costs/Misc. Expenses (Schedule H) ~9) 6 2 1.5 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) b21.50
12. Net Value of Tax Return (12) 291 , 97b . 25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C 14) 291 , 97b . 25
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 291 , 97b . 25 X 00 = . 00
16. Amount of Line lei taxable at Lineal/Class A rate C16) _ 00 x 045 = . 00
17. Amount of Line lei at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 1~"+ taxable at Collateral/Class B rate (18) • 00 X 15 = . 00
19. Principal Tax Du<~ (19)= .00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX PAYMENT .00
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.