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HomeMy WebLinkAbout09-18-14 REV-1162 EX(11-96) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N�. CD 019692 BUCKLEY JOSEPH D 1237 HOLLY PIKE CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ---------- -------- 101 � 56,728.84 ESTATE INFORMATION: SSN: �65-36-42�3 � FILE NUMBER: 21 12-1 1 82 � oECE�Ervr rvannE: GEORGE DARRYL E I DATE OF PAYMENT: 09/18/2014 � POSTMARK DATE: 09/18/2014 � couNTY: CUMBERLAND I DATE OF DEATH: 1 1/05/201 2 � � TOTAL AMOUNT PAID: 56,728.84 REMARKS: CHECK# 5680 INITIALS: CJ SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS NOTICE OF INHERITANCE TAX , pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE BUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION � � -��� REV-1547 IX AFP <08-13) PO BOX 280601 HARRISBURG PA 17128-0601 p�..�A���� ������ O� �l l! REG,�?rr, ,�;� ��St� �s DATE 09-09-2014 � ESTATE OF GEORGE DARRYL E �DIy �EP I$ Q� � OS FILE NUMBERTH 21_12-1182 .[� COUNTY CUMBERLAND BUCKLEY JOSEPH 19'�-� � . . ACN 101 1237 HOLLY PIKE ORPl�N�; �'`"� , ° APPEAL DATE: 11-08-2014 CARLISLE PA�(�����35. _ (SeereversesideunderObjections) Amount Remitted (� '7 2- ,� � 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 F- ----------------------------------------------------------------------------°------°------- REV-1547 EX AFP C08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: 6EORGE DARRYL EFILE N0. :21 12-1182 ACN: 101 DATE: 09-09-2014 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORI6INAL RETURN 1. Real Estate CSchedule A) �1� 75,000.00 NOTE: To ensure proper 2. Stocks and Bonds CSchedule B) (2) .00 credit to your account, .00 submit the upper portion 3. Closely Held Stock/Partnership Interest CSchedule C) (3) of this form with your 4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 116,976. 12 6. Jointly Owned Property (Schedule F) C6� .00 7. Transfers (Schedule G) ��� 156,000.00 8. Total Assets Cs) 347,976. 12 APPROVED DEDUCTIUNS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 25,88 2.00 10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 2.04 6.74 11. Total Deductions cll� 27,928.74 12. Net Value of Tax Return �lz� 320,047.38 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) �13� .0 0 14. Net Value of Estate Subject to Tax �lq� 320,047.38 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 C15) .00 X 00 = . 0 0 16. Amount of Line 14 taxable at lineal rate t16) ;�� .�47_�R X 045 = 14,402. 13 17. Amount of Line 14 at sibling rate (17) - �� X 12 = .0 0 18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0 19. Principal Tax Due C19�° 14,402. 13 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 12-04-2012 CD016874 394.74 7,500.00 INTEREST IS CHARGED THROUGH 09-24-2014 TOTAL TAX PAYMENT 7,894.74 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 6,507.39 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 221.45 TOTAL DUE 6,728.84 � 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 FOR INSTRUCTIONS.