HomeMy WebLinkAbout03-26-10 OTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES" ~ APP'RATSEIRENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX Drv1s1oN OF ~DEtilICTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 `
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CHARLES J DEHQIR'~'~~IT ~ =L1
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CALDWELL ~ KEARNS
3631 N FRONT ST
HBG PA 17110
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 03-22-2010
ESTATE OF W'ATKINS SR DAVID 0
DATE OF DEATH 05-24-2009
FILE NUMBER 21 09-0578
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-21-2010
(See reverse ride under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE P,A 17013
CUT ALONG THIS LINE ---- ~• RETAIN LOWER PORTION FOR
-------------------- ----------- YOUR RECO
IRDS F~
REV-15
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47 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM _
_
ENT, ALLOWANCE _
_________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT' OF TAX
ESTATE OF: WATKINS SR DAVID OFILE N0.:21 09-0578 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VA
LUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) DO
2.
Stocks and Bonds (Schedule B)
C2) .
,00 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5) .
21,515.9 2 tax payment.
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) ~7) 140,041.91
8. Total Assets
c8) 161,557.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) r,,,56~~ p
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
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, lines 14, 15
reflect figures that include the total of ALL return
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
cll) 5,563.20
c12) 155,994.63
c13) .00
c14) 155,994.63
and/or 16, 17, 18 and 19 will
s assessed to date.
cls) .00 X
C16) 1 55.994.63 X
(17) . 00 X
c18) .00 X
00 = .00
045 = 7,019.76
12 = .00
15 = .00
c19)= 7, 019.76
"""-"' ^°''61r~ DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT P/1ID
OS-18-2009 CD011631 336.84 6,400.00
10-13-2009 CD011855 .00 282 92
TOTAL TAX PAYMENT 7,019.76
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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