HomeMy WebLinkAbout02-19-10BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
„-
IA~F`ItpT~S~b'`fFt~`., `.~-LLOWANCE OR DISALLOWA
TAxES ". _QF-I~EDUCTkLONS AND ASSESSMENT OF TAX
IVO V OTTO III
MARTSON LAW OFCS
10 E HIGH ST
CARLISLE
Pennsylvania ~ ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
L~sU ~~$ `(~ Pik ~; ~ ~ DATE 02-15-2010
ESTATE OF DAM S MARTHA L
DATE OF DEATH 11-04-2008
FILE NUMBER 21 08-1113
vL~l~il ~ '.~'
a~~` ~f ~ ~~~" JET CUMBERLAND
~ ~_ ~ '•'" `' COUNTY
v~,,+;`:-~ _ - , ~ ACN 101
APPEAL DATE: 04-16-2010
(See reverse side under Objections)
PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RETAIN LOWER PORTION FOR
~
ALONG THIS LINE YOUR RECOR
--------------
__
_-___
CUT
REV-1547 EX AFP C12-09)
S ANDR
R
N
I ASSESSMENTAOFOTAXCE OR
DEDUCTION
OF
SALLOWANCE
D
MARTHA LFILE N0.:21 08-1113 ACN: 101 DATE: 02-15-2010
ESTATE OF: DAM S
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
.00
NOTE: To ensure proper
1. Real Estate (Schedule A) C1)
1,223,607.78 credit to your account,
Stocks and Bonds (Schedule B)
2 ~2)
00 submit the upper portion
.
3. Closely Held Stock/Partnership Interest (Schedule C) .
C3) .00 of this form with your
tax payment.
4. Mortgages/Notes Receivable (Schedule D) C4)
1,184,570.46
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6)
.00
C7)
7. Transfers (Schedule G)
C8) 2,408,178.24
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C9) 130.806,_0.5_
clo) 2,889.51
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
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
C11) 133,695.56
C12) 2,274,482.68
C13) 1,768,437.6.8
C14) 506,045.00
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS: DISCOUNT C+)
PAYMENT RECEIPT
DATE NUMBER INTEREST/PEN PAID C-)
02-02-2009 CD010853 3,368.42
08-03-2009 CD011562 .00
00 = .00
045 = 3,452.29
12 = .00
15 = 64,399.13
c19)= 67,851.42
,000.00
483.10
TOTAL TAX PAYMENT 67,851.52
BALANCE OF TAX DUE .lOCR
INTEREST AND PEN. .00
TOTAL DUE .lOCR
(15) .00 X
C16) 76.717 r..0_ X
C17) .00 x
cls) 429,327.50 X
AMOUNT PAID
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUB
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (OL70)
pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Martha L. Davis
REVIEWED BY Sheila Megonnell
ITEM
SCHEDULE NO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
EXPLANATION OF CHANGES
FILE NUMBER
ACN
2108-1113
101
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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