HomeMy WebLinkAbout01-08-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX Pennsylvania ~
APP(~gr;~:-f'E~'~T;;~!:LfC~WANCE OR DISALLOWANCE
01=x, D~UC'TtQ , (.AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
~..., ;. ~F_ _. I;:r REV-1547 EX AI~P (12-09)
~~~~ ~~~ _8 E3M ~: ~ ~ DATE 12-28-2009
ESTATE OF KELLER DORCAS M
~.~;~ ~~.
~ DATE OF DEATH O 1-15 - 20 09
~-~~'_~~'~-'~
~
~~T
~~~~'~~~~ ' ~ FILE NUMBER 21 09-0065
~
,
STEPHEN D TILEY ~~~;~~'~ ~' " ` ~' ,'~~^s ~?A COUNTY CUMBERLAND
,
FREY AND TILEY ACN
101
5 S HA N O V E R S T APPEAL DATE: 02-26-2010
(See reverse side under Objections )
CARLISLE PA 17013
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ --~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~
_
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE _
_
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KELLER DORCAS MFILE N0 .:21 09-0065 ACN: 101 DATE
: 12-28-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) .0 0
NOTE: To ensure proper
3. Closely Held Stock/Partnershi
Int C2) 1 , 233.76 credit to your account,
b
p
erest (Schedule mit the upper portion
C) (3) .0 0 su
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4)
00
5. Cash/Bank Deposits/Misc. Personal Property (Sched .
tax payment.
ule E) C5) 38, 771.62
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G)
C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 40,005 38
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
)
;
10. Debts/Mortgage Liabilities/Liens (Schedule I) 0 6 ? 6
C9)
.
(10) 9 3 3.0 3
11. Total Deductions
12. Net Value of Tax Return C11) 14,239.29
2 5,7 6 6.0 9
13. Charitable/Governmental Bequests; Non-elected 9113 Tru
t
14. Net Value of Estate Subject to Tax s
s (Schedule J) C13)
.0 0
NOTE: If c14) 25, 766.09
an assessment was issued previously,
lines 14, 15 and/or 16, 17
18 and 19
reflect figures that include the total
ASSESSMENT OF TAX• ,
will
of ALL returns assessed to date.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
04-14-2009 CD011109 157.89
07-07-2009 CD011459 .00
c15) .00 x 00 = .00
c16) 00 x 045 = .00
c17) ~ 7 . i 77 ;g x 12 = 2, 061.00
c18) 8,588.70 x 15 = 1,288.00
c19)= 3, 349.00
AMOUNT PAID
3,000.00
191.11
TOTAL TAX PAYMENT 3,349.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE
FOR CALCULATION OF INDICATED,
ADDITIONAL SEE REVERSE
INTEREST
IF TOTAL
DUE
IS REFLECTED
AS A "CREDIT"
CCR), YOU MAY BE DUE
. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.