HomeMy WebLinkAbout07-29-11CE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAxES ~f `, A~~RAI~ T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~-:,.,-,,.~,'_;,':~'.,,0~' I)~p~I~TIONS AND ASSESSMENT DF TAX
PO BOX 280601
HARRISBURG PA 17126-0601
AMY M MOYA
5011 LOCUST LN
HBG
CLERK CF
ORPHAN'S CCtr~RT
PA 17109
Pennsylvania ~ i
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 07-25-2011
ESTATE OF PAYNE WILLIAM P
DATE OF DEATH 02-23-2010
FILE NUMBER 21 10-0282
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-23-2011
(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
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE DF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: PAYNE WILLIAM PFILE N0.:21 10-0282 ACN: 101 DATE: 07-25-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 150,900.00 NOTE: To ensure proper
2.
Stocks and Bonds (Schedule B)
(2) 307 507.40
~ credit to your account,
00 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) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 324,015.20
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 46,000.00
8. Total Assets (B) 828,422.60
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 87.741.75
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 697.77
11. Total Deductions (11) 88,439.52
12. Net Value of Tax Return (12) 739,983.08
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) 415,795.57
14. Net Value of Estate Subject to Tax C14) 324, 187.51
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 4.R7S_00 x 045 = 219.38
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C1Bl 319,312.51 X 15 - 47,896.88
19. Principal Tax Due (19)= 48, 116.26
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-19-2010 CD012786 2,210.53 42,000.00
05-19-2011 CD014492 60.84- 3,967.85
TOTAL TAX PAYMENT 48,117.54
BALANCE OF TAX DUE 1.28CR
INTEREST AND PEN. .00
TOTAL DUE 1.28CR
+ 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. r~