HomeMy WebLinkAbout03-05-10NOTICE OF INHERITANCE TAX Pennsylvania ~
APPRAISEMENt,! ALCaJ1~A6~GE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF D~DU~TFONS AMD ~-SSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 28D601
HARRISBURG PA 17126-0601
^(?~~~~",~_~ i~l~~C~TE 03-08-2010
ESTATE OF DAVIS JACK W
DATE OF DEATH 05-23-2008
FILE NUMBER 21 08-0657
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r., "1 ~~ '~, ~, COUNTY CUMBERLAND
WILLIAM L ADLER t .' ~~-ACN 101
ADLER & ADLER APPEAL DATE: 05-07-2010
125 LOCUST ST (See reverse side under Objections)
HARRISBURG PA 17101 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 (12-09) NOTICE OF INHERITANCE TAX APPR AISEMENT, ALLO WANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DAVIS JACK WFILE N0.:21 08-0657 ACN: 101 DATE: 03-08-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
C2) 11,678 .00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
C8) 11 , 678.00
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) .00
11,678.00
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 458,250.21
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.
ASSESS MENT OF TAX:
00
00
00
=
15. Amount of Line 14 at Spousal rate C15) . X .
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 458.250.21 x 045 = 20,621.26
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 15 = .00
C19)= 20,621.26
19. Principal Tax Due
TAX CR EDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-14-2008 CD010141 1,031.06 28,000.00
01-16-2009 REFUND .00 8,909.04-
INTEREST IS CHARGED THROUGH
AT THE RATES APPLICABLE AS
REVERSE SIDE OF THIS FORM
03-23-2010 TOTAL TAX PAYMENT 20,122.02
OUTLINED ON THE BALANCE OF TAX DUE 499.24
INTEREST AND PEN. 25.77
TOTAL DUE 525.01
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. /,m~"/~