HomeMy WebLinkAbout09-24-12 NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL Tf~~lJt`~ ~ MENT, ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION 1 ~.T DUCTIDNS AND ASSESSMENT OF TAX
DEPARTMENT OF REVENUE
PO BOX 260601 ~~(.,~~ 1
~- l~ f ~ ~ J REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601 ~- '
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QC~PH~N'S ti;t~URT
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568 OLD YORK RD
ETTERS PA 17319-9543
DATE 09-24-2012
ESTATE OF CALLAWAY WARREN J
DATE OF DEATH 09-10-2011
FILE NUMBER 21 11-1022
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-23-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _-- --- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ ________
REV-1547 EX AFP (12-111 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CALLAWAY WARREN JFILE N0.:21 11-1022 ACN: 101 DATE: no-~4_~ni~
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 200,900.00 NOTE: To e
2.
Stocks and Bonds (Schedule B)
C2)
770,964.44 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 106,114.82
6. Jointly Owned Property (Schedule F) ~6) .00
7. Transfers (Schedule G) ~7) .0 0
8. Total Assets c8) _ 1 , 077 , 979.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 63. .17
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10)- 16.795.8 3
11. Total Deductions X11) 80,119.00
12. Net Value of Tax Return C1P) 997,860.26
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) (13) 20+000.00
14. Net Value of Estate Subject to Tax (14) 977,860.26
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 977 .760 _ 76 x 045 = 43, 999.21
17. Amount of Line 14 at Sibling rate (17) -0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 100.00 X 15 - 15.00
19. Principal Taz Due c19)= 44, 014.21
TAX CREDITS:
rwrmtni RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
11-29-2011 CD015273 1,842.11 35,000.00
06-08-2012 CD016088 .00 7,172.10
TOTAL TAX PAYMENT 44,014.21
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. n