HomeMy WebLinkAbout07-06-15 COMMONWEALTH OF PENNSYLVANIA - REV-1162 EX0 1-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 020932
MATEYA MARK A
55 WEST CHURCH AVE
CARLISLE, PA 17013
ACN
-ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold
101 $800.23
ESTATE INFORMATION: SSN:
FILE NUMBER: 2114-0758
DECEDENT NAME: PRESSLEY WILLIAM ROY JR
DATE OF PAYMENT: 07/06/2015
POSTMARK DATE: 07/06/2015
COUNTY: CUMBERLAND
DATE OF DEATH: 05/21/2014
TOTAL AMOUNT PAID: $800.23
REMARKS:
CHECK# 155
INITIALS: DMB
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ..
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND AS SSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601 R D E D O F F iC E
HARRISBURG PA 17128-0601 RE C d O F NNl LIS
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CARLISLE P A 17 013-344 (See reverse side under Objections)
Amount Remitted
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- 4-
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REV--1547 EX AFP (11--14)-NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PRESSLEY JR WILLIAM RFILE NO. :21 14-0758 ACN: 101 DATE: 06-29-2015
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) C1) 294,277.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,72 9.30 credit to your account,
0 0 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8 2,08 9.94
6. Jointly Owned Property (Schedule F) (6) 22.70
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 379,118-94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 57,550.75
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 131 ,921 .49
11. Total Deductions C11) 189,472.24
12. Net Value of Tax Return C12) 18 9,646.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 189,646.70
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) 0 0 X 00 = 0 0
16. Amount of Line 14 taxable at lineal rate (16) 189.646.70 X 045 = 8,534. 10
17. Amount of Line 14 at sibling rate (17) On X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 8,534. 10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-09-2015 CD020225 .00 7,743. 14
INTEREST IS CHARGED THROUGH 07-14-2015 TOTAL TAX PAYMENT 7,743.14
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 790.96
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 9.27
TOTAL DUE 800.23
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
RE-,1470 Ex,(0110F0)
Pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, 17128-0601
DECEDENT'S NAME FILE NUMBER
William Pressley, Jr. 2114-0758
REVIEWED BY ACN
Alan —Agent 99 101
ITEM
SCHEDULE NO,. EXPLANATION OF CHANGES
A 1 The value of the real estate has been increased from $33,600 to $44,016 as the result of
use of the common level ratio to reflect reasonable fair market value.
A 2 The value of the real estate has been increased from $23,100 to $30,261 as the result of
use of the common level ratio to reflect reasonable fair market value.
ORIGINAL Page 1