HomeMy WebLinkAbout04-23-10NOTICE OF INHERITANCE TAX
A~'~~~~~T, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~';_ _ ~ _ ,
INHERITANCE TAX DIVISION ;~;~`: ~ - aF ~~jt~~TION$ AND ASSESSMENT OF TAX
PO BOX 280601 ..,y- ~., ' .._: ~: ~,~~ 4 7;;, i ,,•
HARRISBURG PA 17128-0601
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PO BOX 318
MECHANICSBURG PA 17055
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DEPARTMENT OF REVENUE
REV-1.547 EX AFP (12-09)
DATE 04-12-2010
ESTATE OF DONOVAN MARJORIE M
DATE OF DEATH 11-23-2007
FILE NUMBER 21 07-1092
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-11-2010
(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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DONOVAN MARJORIE MFILE N0.:21 07-1092 ACN: 101
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OR
DATE: 04-12-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) 5,6 6 9.9 6 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) 7,9 51.12
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 13,621.08
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11,19 2.11
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 19,014.68
11. Total Deductions C11) 30,206.79
12. Net Value of Tax Return C12) 16,585.71-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 16,585.71-
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) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) _ OD X 12 -- . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due (19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-15-2010 CD012462 .00 2,243.28
TOTAL TAX PAYMENT 2,243.28
BALANCE OF TAX DUE 2,243.28CR
INTEREST AND PEN. .00
TOTAL DUE 2,243.28CR
* 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.
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