HomeMy WebLinkAbout02-16-10NOjIGE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRA~SEI~t~klT:, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF~ DED1]CTLONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 _ _ _ _- --
HARRISBURG PA 17128-0601
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DEBRA K WALLET '~~`~ ~~``~ ` ~'~
LAW OFS OF D K WALLET
24 N 3RD ST
CAMP HILL PA 17011
DATE 02-08-2010
ESTATE OF DILLMAN PAUL
DATE OF DEATH 11-08-2008
FILE NUMBER 21 08-1127
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-09-2010
(See reverse side under Objections)
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ _________
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DILLMAN PAUL FILE N0.:21 n8-7727 ecN~ ln) ne-rc. n~_nQ_-,n,,,
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)
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)
C1) .00 NOTE: To ensure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 69,776.64
c6) .00
cn .00
c8) 69,776.64
C9) 13.23 .7~
clo) 22,329.69
11. Total Deductions (11) 35,562.44
12. Net Value of Taz Return I12) 34,214.20
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject t o Tax C14) _ 34,214.20
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate C17) 6.84 .84 X 12 = 821.14
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 27,371.36 X 15 - 4,105.70
19. Principal Tax Due C19)= 4,926.84
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
02-04-2009 CD010864 131.58 2,500.00
08-07-2009 CD011591 .00 2,295.26
TOTAL TAX PAYMENT 4,926.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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 OF THIS FORM FOR INSTRUCTIONS.