HomeMy WebLinkAbout02-16-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRA,ISEM€NT,, AL-LO!WA~ICE OR DISALLOWANCE
OF'DEDUGTIONS AND`--ASSESSMENT OF TAX
DEBRA K WALLET
LAW OFCS OF D K WALLET
24 N 32ND ST
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
ATE 02-08-2010
~~~~ ~~~ ~ ~ ~t'~ (' S~STATE OF HAMILTON ODELL L
DATE OF DEATH 11-11-2008
r~" I' FILE NUMBER 21 08-1146
Li:~'i;~ ,ii'
Q,~~ E~1~` ~ ~'(~1.!~~ COUNTY CUMBERLAND
C~SA,D~~I At.,Gj ; '~ ~~. ACN 101
CAMP HILL PA 17011
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 -) RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HAMILTON ODELL LFILE N0.:21 08-1146 ACN: 101 DATE: 02-08-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 121,111.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 129,877.61
6. Jo;tntly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 250.988.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 27.371.18
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 811.24
11. Total Deductions C11) 28, 182.42
12. Net Value of Tax Return (12) 222,806.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 222,806.19
NOTE: If an assessment was issued previously, li nes 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:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 222.806.19 X 045 = 10,026.28
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 10,026.28
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-05-2009 CD010875 421.05 8,000.00
08-07-2009 CD011590 .00 1,605.23
TOTAL TAX PAYMENT 10,026.28
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" CCR), YOU MAY BE DUE L
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.