HomeMy WebLinkAbout03-19-10NOTICE OF INHERITANCE TAX pennsy van~a ~
APP-~AfI~fLN~-;- ~IANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~~ ~~`~` ,,
INHERITANCE TAX DIVISION OF-;D;~DU!CT~ION~-:~FID ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 i '~~''~• ! i...~ .., i ~ , ; . .
HARRISBURG PA 17128-0601
~~~ ~ ~ 9 P~ ,: 3J DATE 03-15-2010
ESTATE OF DORRIS MARJORIE H
~,;, ~,~ DATE OF DEATH 08-18-2009
t-~ FILE NUMBER 21 09-0798
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DIANE J SULLIVAN ~~,~~ ' f' '." ~ `; ~A COUNTY CUMBERLAND
ACN 101
2 REDWOOD CT APPEAL DATE: 05-14-2010
CAMP H I L L PA 17 011 (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: DORRIS MARJORIE HFILE N0.:21 09-0798 ACN: 101 DATE: 03-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 15,438.83
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
s. Total Assets (s) 15,438.83
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) .0 0
12. Net Value of Tax Return C12) 15,438.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 15,438.83
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 .
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 C16) 1 F; .4 8 . 8; X 045 = 694.75
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 - .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due (19)= 694.75
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-28-2009 CD011687 34.74 660.01
TOTAL TAX PAYMENT 694.75
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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~,(~(\