HomeMy WebLinkAbout07-06-10~a.1i..~~1tw.~.~~~~~~~~ ~HERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP , ~~~ ~.. ~.~ s ANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF ~E~DUCTONS "AD ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 e)~ ~ ~ Ei !~ i ~ ~~~ ~.
G~.EF~K ~F
~RP~i~,N'S ~~~J~~3
~l~f~~~:~~~.,~~~~,' C~' . PA.
WILLIAM C KOLLAS
1104 FERNWOOD AVE
SUITE 104
CAMP HILL PA 17011
pen~nsylvar~ia
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 06-21-2010
ESTATE OF DAVIS STELLA E
DATE OF DEATH 05-25-2009
FILE NUMBER 21 09-0845
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-20-2010
(See t~everse side under Objections)
Anount Reritted
MAKE CHECK PAYABLE AND REMIT PAYMENT TOe
REGISTER 0'F WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~'- RETAIN LOWER POR_TION
FOR YOUR RECORDS t'~
_
_
REV-1547 EX APP C12-09~ NflTICE OF INHERITANCE TAX APPRAISfNENT, ALLOWANCE _
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DAVIS STELLA EFILE N0.:21 09-0845 ACN: 101 DATE: 06-21-21010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •Q 0 NOTE: To ensure proper
2. Stocks and Bonds CSchodule H) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnershiplnterost CSchodule C) C3) .0 0 submit the upper portion
of this form with your
4. MortBapos/Notes Receivable CSchodule D) C4) •Q 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 40 ~ 710.14
6. Jointly Owned Property (Schedule F) C6) •Q 0
7. Transfers CSchodule 6) C7) .0 0
8. Total Ascots C8) 40 , 710.14
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 11_.26 2.1_ ~
10. Debts/Mortpapo Liabilities/Liens CSchodule I) C10) .0 0
11. Total Deductions C11) 11,2b2.15
12. Net Value of Tax Return C12) 29,447•.9.
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0,~
14. Not Value Of Estate Subject to Tax C14) 29,447.99
NOTE: If an assess~ent was issued previously,
r®flect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Lino 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
.~
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) 229,447.99 X
C16) _ 00 X
C17) _ 0~1 X
ue) .00 X
00 .00
045 .OID
12 .00
15 .Ob
C19)= ~ 00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE Of TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.