HomeMy WebLinkAbout04-30-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL ~AXk`S { ~ r .,,.
INHERITANCE TAX DIVISION ,,fQ~,;DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ `-!,ti ~ L• v
HARRISBURG PA 17128-0601
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JAMES W K O~C~lf4~" ,.~ ~ , ~ ~ JN.
KOLLAS ~ KENNEDY
1104 FERNWOOD AVE 104
CAMP HILL PA 17011
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-26-2010
ESTATE OF DAVIS JANET L
DATE OF DEATH 02-11-2009
FILE NUMBER 21 09-0187
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-25-2010
(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
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP RAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: DAVIS JANET LFILE N0.:21 09-0187 ACN: 101 DATE: 04-26-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 150,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 Q credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 42,926.64
6. Jointly Owned Property (Schedule F) C6) 58 2.8 9
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 194,409.53
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17.0 8 4.6 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,2 5 9.4 2
11. Total Deductions C11) 18, 344.09
12. Net Value of Tax Return C12) 176, 065.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 176, 065.44
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1.76. 065.44 x 045 = 7, 922.95
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 C19)= 7,922.95
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-09-2009 CD011971 .00 7,922.95
TOTAL TAX PAYMENT 7,922.95
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. ~y~~
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