HomeMy WebLinkAbout05-20-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF D'~EI)UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17126-D601
RICHARD W STEWART
301 MARKET ST
PO BOX 109
LEMOYNE PA 17043
Pennsylvania ~; i
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 05-16-2011
ESTATE OF PRALL JEAM C
DATE OF DEATH 08-17-2010
FILE NUMBER 21 10-0882
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-15-2011
(See reverse side under Objections)
Amount Remitted C
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 ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PRALL JEAM (FILE N0.:~1 In-naa~ erN~ Ini ner~. n~_,c_-in „
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) (2) 662,517.86 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 11,788.5 7
6. Jointly Owned Property (Schedule F) (6) 1 , 114.19
7. Transfers (Schedule G) (7) 12, 000.00
8. Total Assets c8) 687 , 420.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 20.0 36.2
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11,779.92
11. Total Deductions (11) 31,816.14
12. Net Value of Tax Return (12) 655,604.48
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 655,604.48
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 ret urns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 6~,n,,604.48 x 045 = 29,502.20
17. Amount of Line 14 at Sibling rate C17) .00 X 12 .OQ
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 29,502.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
11-12-2010 CD013644 1,315.79 25,000.00
03-10-2011 CD014118 .00 3,186.41
TOTAL TAX PAYMENT 29,502.20
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.