HomeMy WebLinkAbout05-21-10NOTICE OF INHERITANCE TAX pennsy van~a ~
APPRAISEMENT, ALLOWANCES OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~,,~ ~.~-
INHERITANCE TAX DIVISION ~~`•'1?~EII~C;TI'b~fS,~-~ ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 -- ~ ,.~
HARRISBURG PA 17128-0601 ;~ ~ .~ ~ ~ A
~;,~ 1 M~ i .:~
DATE 05-17-2010
~~~~ ~~~ ~ ~ ~~ ~~~ Q~ ESTATE OF SAWYER DOROTHY A
DATE OF DEATH 03-29-2009
FILE NUMBER 21 09-0817
CLERK ~~'~ 4 COUNTY CUMBERLAND
MARK W ALLSHOUSE ESQ QRP~-1~~`~`S (;t~~~RT ACN 101
4833 SPRING RD ~~E.,i-~`~_~ ~ APPEAL DATE:
~''~~^~'~-' p`~'._: `'~~'' 07-16-2010
S H E R MA N S DAL E P A 17 0 9 0 (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: SAWYER DOROTHY AFILE N0.:21 09-0817 ACN: 101 DATE: 05-17-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 129, 000.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) 9 6.64 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) 1,6 6 7.81
6. Jointly Owned Property (Schedule F) (6) 4, 398.69
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 135, 163.14
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 12.5 7 5.6 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.0 0
11. Total Deductions C11) 12,580.68
12. Net Value of Tax Return C12) 122,582.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 122,582.46
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) 118.986.35 X 045 = 5, 354.39
17. Amount of Line 14 at Sibling rate C17) 3.596.11 X 12 - 431.53
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)= 5, 785.92
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 06-01-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 5,785.92
INTEREST AND PEN. 98.33
TOTAL DUE 5,884.25
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D~d~~/1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (nl~~`i ~
REV-1470 EX (8-88)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Dorothy Sawyer 2109-0817
REVIEWED BY IH~.'v
Tracell Collins-Smith 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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