HomeMy WebLinkAbout12-22-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
WILLIAM L ADLER
125 LOCUST ST
HBG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- i'NDtICEi,,OF INHERITANCE TAX
APPRAISEMENT,"ALLOWANCE OR DISALLOWANCE
__ 'OF.DEDUCT-IONS AND ASSESSMENT OF TAX
10~~ [?rC 22 ~~ L ~ 0$
,~ -
hI ~' ~~ Lltn1
~~,,,
PA 17101
REV-1547 EX AFP (06-05)
DATE 12-15-2008
ESTATE OF D~AVIS JACK W
DATE OF DEATH 05-23-2008
FILE NUMBER 21 08-0657
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-13-2009
(See reverse :side under Objections)
Amount Remitted
MAKE CHECK PAYAI~LE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P,A 17013
CUT ALONG THIS LINE ---- -• RETAIN LOWER PORTION FOR YOUR RECO_iRDS E'-- _ ___
-------------------- ----------------------- __________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF DAVIS JACK W FILE N0. 21 08-0657 ei^u ln7 nwr~ i~_ir_-,~~o
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13
C1) .00 NOTE: To insure proper
(2) 202,046.77 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
(5) .00
(6) 263, 075.98
(n .00
(B) 465, 122.75
(9) 11,910.00
clo) ~ .640.54
C11) l;•F;~n. 4
(1z) 451,572.21
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 5,000.00
14. Net Value of Estate Subje ct to Tax (14) 446,572.21
NOTE: If an assessment was
f issued previously, lines 14, 15 and.~or 16, 17
18 and 19 will
re
lect figures that include the total of ALL ,
returns assessed to date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) .00
00 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) =
X
446,572.21 X 045 = .
20,095.75
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Taz Due
TAX CREDITS: (19)= 20,095.75
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT P,4ID
08-14-2008 CD010141 1,004.79 28,000.00
TOTAL TAX CREDIT 29,004.79
BALANCE OF TAX DUE 8,909.04CR
INTEREST AND PEN. .00
TOTAL DUIE 8,909.04CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~y,
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE U
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)