HomeMy WebLinkAbout07-29-11_j.,-, ~_; T E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~Fr ~pP-f~AIS~, F~ , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~`-.E , _; ',0,~, T)~~ ~-T'IONS AND ASSESSMENT DF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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CLERK. OF
(yO~}~R~PHAN'S COURT
JEFFREY A ENRICO'`'~SQ ~~~~~y~ ~ ) P~
3401 NORTH FRONT STREET
PO BOX 5950
HARRISBURG PA 17110-0950
Pennsylvania -i
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 07-18-2011
ESTATE OF RYAN THOMAS L
DATE OF DEATH 07-30-2010
FILE NUMBER 21 10-0795
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2011
(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 ~
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APP RAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RYAN THOMAS LFILE N0.:21 10-0795 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 267, 000.00 NDTE: To ensure proper
2. Stocks and Bonds (Schedule B)
.00
(2)
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) 65,202.7 2
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 351,895.09
8. Total Assets (8) 684,097.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 59.344.9 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,595.00
11. Total Deductions (11) 60,939.93
12. Net Value of Tax Return (12) 623,157.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 623,157.88
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) 623 . l S7 - SS X 045 = 28 , 042.10
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 2$, 042.10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-20-2010 CD013525 1,263.16 24,000.00
04-29-2011 CD014394 .00 2,778.94
TOTAL TAX PAYMENT 28,042.10
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" (GR), YOU MAY BE DUE „
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. '~(~