HomeMy WebLinkAbout06-06-11• y NOTICE OF INHERITANCE TAX Pennsylvania ~
~~~~I~~' ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~l.~U~ , ~tj NS AND ASSESSMENT OF TAX REV-1547 EX AFP (lz-lo)
INHERITANCE TAX DIVISION ~] T:r'rt~ i f~',. ;f'i
PO BOX 260601 F1~Sa1,J 1 i..' i ; ~t~~
HARRISBURG PA 17128-0601
DATE iD5-23-2011
~Q~ I .~~~ _6 P~~ ~~~ ~ t7 ESTATE OF CORNEY HARRY
DATE OF DEATH 10-28-2009
CLERK OF FILE NUMBER 21 09-1064
ORPHAN'S COURT COUNTY CUMBERLAND
JOHN R CORNEY Ct1MBERlAND CO PA ACN 101
1 NEWARK AVE APPEAL DATE: 07-22-2011
LAVALLETTE NJ 08735 (See reverse side underObjeetions)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE S4UARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE '--1 RETAIN LOWER PORTION__FOR_YOUR_RECORDS_ (-~___________________
REV-1547 EX AFP (12-10~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
ESTATE OF: CORNEY HARRY FILE N0.:21 09-1064 ACN: 101 DATE: 05-23-2011
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CFIANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
C1) 125,000.00 NOTE: To ensure proper
1. Real Estate (Schedule A) 00 credit to your account,
2. Stocks and Bonds (Schedule B) (2)
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
.00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5)
cb) .00
6. Jointly Owned Property (Schedule F)
c7) .00
7. Transfers (Schedule G)
(B) 125.000.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11.101.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9.116.4 3
20,218.33
11. Total Deductions cll) 104, 781 . b7
12. Net Value of Tax Return (12)
(13)
.00
Charitable/Governmental Bequests; Non-elected 9113 Trusts
13 (Schedule .J)
. (14) 102,989.15
14. Net Yalue of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date .
ASSESSMENT OF TAX: 00
00 - .00
15. Amount of Line 14 at Spousal rate (15) ,
X
1 ~ X 045 =
1 01
989
4, 634.00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _
.
17. Amount of Line 14 at Sibling rate C17) _DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B r ate (18)
.00 X 15 =
C19)=
.00
4,634.00
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-08-2010 C 013046 .00 17,225.22
TOTAL TAX PAYMENT 17,225.22
BALANCE OF TAX DUE 12,591.22CR
INTEREST AND PEN. .00
TOTAL DUE 12,591.22CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUB
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE !TIDE OF THIS FORM FOR INSTRUCTIONS. s
REV-1470 EX (01-10) .. i
~ pe111'1$~/(,Vc'~111a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU DF INDIVIDUAL TAXES OF CHANGES
Po BoX zsosoi
~ i - so
DECEDENT'S NAME FILE NUMBER
Harry Corney 2109-1064
REVIEWED BY ACN 1 O1
Yvonne Bricker
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
A 1 Accepted additional assets.
E 1 These items were duplications of items reported on the original return and appraised on
10104/2010.
H-A 2-5 These items were duplications of items reported on the original return and appraised on
10104/2010.
H-A 1 Accepted additional debts.
H-B 1 8~ 4
H-B 1
I 1 8~ 2
I 3
These items were duplications of items reported on the original return and appraised on
10104/2010.
The deduction for personal representative commissions have been reduced from
$20,737.28 to $10,295.18. No information was submitted with the return to indicate a
demand for extraordinary services. The Department bases its ruling on the assets filed
for inheritance tax purposes, reasonableness, research and complexity of the estate.
These items were duplications of items reported on the original return and appraised on
10/04/2010.
Accepted additional debts
Applied excess deductions from prior return(s).
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