HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
--NQTLCE OF INHERITANCE TAX ,,,
~'UREAU OF INDIVIDUAL TAXES APPR/~iS'Ei1EI1T, ALLOWANCE OR DISALLOWANCE ~~,'
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 IX AFP C06-05)
~('~~ ~,~L ~ ~ (~i~ ,: ~~ DATE 08-11-2008
ESTATE OF DAVIS MILDRED E
DATE OF DEATH 05-20-2007
~,~~F.~'_i" FILE NUMBER 21 07-0546
OFFI~`!~ I`~ ~ ~~'~l~ i~T COUNTY CUMBERLAND
NORA F BLAIR UtG{ ; , P~~ ACN 101
5440 JONESTOWN RD APPEAL DATE: 10-10-2008
PO BOX 6216 (See reverse side under Objections)
HBG PA 17112 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAI•N LOWER PORTION FOR YOUR RECORDS !--' ______________
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DAVIS MILDRED E FILE N0. 21 07-0546 ACN 101 DATE 08-11-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
L0. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
.00 submit the upper portion
(3) of this form with your
C4) .00 tax payment.
C5) 12,908.95
c6) 812.98
C7) 1 , 152.11
C8) 14,874.04
18,237.45
C9)
c1o) 7.194.91
~ 4 ~6
11. Total Deductions C11)
10,558.32-
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
10,558.32-
14. Net Value of Estate Subject to Tax X14)
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 =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1,965.09 X 045 = 88.39
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 1 5 .00
19. Principal Tax Due C1g)= 88.39
., PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 08-26-2008 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 88.39
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.19
TOTAL DUE 91.58
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1170 EX (R-~
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Mildred E. Davis 2107-0546
REVIEWED BY ACN 101
Anita McCully
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
F 8< G Probate estate is insolvent. Jointly held assets are taxable to the survivors. No
deductions can be claimed against joint property as it was not the responsibility of the
survivors to pay the debts.
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