The URL can be used to link to this page

Home My WebLink About06-04-10NOTICE OF I ERITANCE TAX p~~~~~~,~'an~~ BUREAU OF INDIVIDUAL TAXES APP~~ #-~~ CE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION ©F~"_ - ~ ,' ~ ~i~~ ASSESSMENT OF TAX REV-1547 IX AFP C12-09) PO 3t'8t 260601 ~ ~;~ ~•+ }~ *• ^~ HARRI$3UR6 PA 17123-0601 ~~~~~ ..~ ~~2 ~~DATE 05-31-2010 ESTATE OF IIYSON JANE M DATE OF DEATH 08-28-2009 FILE NUMBER 21 09-0837 COUNTY CUMBERLAND JAMES A ULSH ESQ ~ °~' ACN 101 3401 N FRONT ST APPEAL DATE: 07-30-2010 PO BOX 5950 (See reverse side under Ob,~ec~ons) HARRISBURG PA 17110-0950 Auount Reuitted MAKE CHECK PAYAI~LE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~'- RETAIN LOWER PORTION FOR YOUR RECORDS ~ r r r r r r .. • r .. r r r r r r r r r r r r r r r r r r r r r r r r r r .. r r r r r r r•• r r r r r r• r ~. r r .. r r r r r r r r r r r r r r r r r r r r r r r r r r r r r r r r r REV-1547 EX AFP C12rA9) NOTICE OF INHERITANCE TAX APPRAIS~~IENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: DYSON JANE I~FILE N0.:21 09-0837 AGN: 101 DATE: 05-31-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN 1. Real Estate CSchedul• A) C1) 237, 000.00 MOTE: To onsura proper 2 . Stocks and Bonds (Schedule B) C2) 1 , 029, 9'97.40 credit to your account, -r~.rr.rr.r,..~r.~r~.nrr. .0 0 subsit the upper portion 3. Closely Hold Stock/Partnership Interest CSchadule C) C3) of this form with your 4. Mortya8es/Notes Receivable (Schedule D) C4) •0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchadule E) C5) 176, 17 r.69 r~w.M i~~~~~~ ~ 6. Jointly Owned Property CSchadule F) C6) 6,.420_ 7 7. Transfers (Schedule G) C7) .0 0 8. Total Assets C8) 1, 449_, 595.06 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchadule H) Cg)r-~-_ 7 Q~+,e_ 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,6 17.37 11. Total Deductions Cil) 81,152.71 12. Net Value of Tax Return C12) 1, b8,442.35 ..~_..,.,r..- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchadule J) C13) _~Q 0 0.0 ~ 0.0 0 14. Nat Value of Estate Subject to Tax t14) _~ 318^ 4.35 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 taxablo at Lineal/Class A rate C16) •_~, x 045 ~~ .00 17. Amount of Line 14 at Sibling rate C17) ~ ~ • 31,.E - 16 X 12 ~_ 3b, Q37.34 18. Amount of Line 14 taxablo at Collateral/Class B rate C18), 68, 131 .19 X 15 = 10, 219,,_6II 19. Principal Tax Duo C19)= 46 ,257.02 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMIOUNT PAID DATE NUM$ER INTERESTlPEN PAID C-) 11-20-2009 CD012019 2,210.53 42,000.00 02-04-2010 CD012330 .00 2,046.49 TOTAL TAX PAYMENT 46,257.02 BALANCE OF TAD( DUE , Oa INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU NAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. Q nn