HomeMy WebLinkAbout01-07-15 NOTICE OF INHERITANCE TAX RN- pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES DEDUCTIONS AND ASSESSMENT OF TAX 1_1�I kl1,
INHERITANCE TAX vt1ft,D E D OrFICE REV-1547 EX AFP (11-14)
PO BOX 280601
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HARRISBURG PA 17 288.06th S-,,7 r, r 1�tj'�,11
RE DATE 01-05-2015
ESTATE OF CAMERON DURYEA
?01S gN 7 DATE OF DEATH 10-11-2013
CLEF ()F FILE NUMBER 21 13-1111
COUNTY CUMBERLAND
CAMERON0fifQHA "N 'I
'JA��-S' D ACH 101
1325 trtF1AWfN_; f':' - "k APPEAL DATE: 03-06-2015
HARRISBURG PA 17102 (See reverse side under Objections)
Amount Remitted) I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CAMERON DURYEA FILE NO. :21 13-1111 ACN: 101 DATE: 01-05-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (l) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,284,430.93 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 402,644.54
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 1 ,687,075.47
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 96,337.55
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 506.8 2
11. Total Deductions (11) 96,844.37
12. Net Value of Tax Return (12) 1,590,231.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00
14. Net Value of Estate Subject to Tax (14) 1,590,231.10
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 (15) 385,929.97 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 ,204,301 - 13 x 045 = 54,193.55
17. Amount of Line 14 at sibling rate (17) . 0D X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 54,193.55
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-02-2013 CDO18472 2,631.58 50,000.00
INTEREST IS CHARGED THROUGH 01-20-2015 TOTAL TAX PAYMENT 52,631.58
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1y561 .97
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 24.72
TOTAL DUE 1,586.69
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. DUE
REV-1470 EX(9,1-10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG.PA 060
DECEDENT'S NAME FILE NUMBER
Duryea Cameron 2113-1111
REVIEWED BY ACN
Y WI OnS 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The Department concurs with the compromise offer; however, the spouse's interest is
calculated to be $385,929.97.
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