HomeMy WebLinkAbout07-06-10~~ r1(~n'~ *' ~ I NHER I TANCE TAX ~1111SJ}-LV~t11a
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LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~~' ~ ~ ~ ~ ~ ~11__'~_
INHERITANCE TAX DIVISION ~„ I~'b'U~~`~~1 AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 289601
HARRISBURG PA 17128-0601
~~~Q ~u~ -b P~! 2' ~ ~~ DATE 06-28-2010
ESTATE OF DALY JR JOSEPH G
~„~~~ ~ DATE OF DEATH 04-25-2009
~_~ ~~~~ FILE NUMBER 21 09-0412.
WAYNE M PECHT ~'~~~~~~~~~ ~~`' ~~ COUNTY CUMBERLAND
ACN 101
STE 200 APPEAL DATE: 08-27-2010
12 0 5 MANOR D R (See lreverse ssde under Objections )
MECHANICSBURG PA 17055 Aaount RaNitted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONC THIS LINE ~- RETAIN LOWER PORTION FOR YOWR RECORDS !~
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REV-1547 EX AFP C12-89~ NOTICE OF INN'fRITANCE TAX APPRAISE~ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DALY JR JOSEPH GFILE N0.:21 09-0412 ACN: 101 DATES 06-28-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Baal Estate (Schedule A) (1) .0 0 NOTE: To unsure proper
2. Stocks and Bonds CSchedul® B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this fora with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payaent.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 24 7,,~ 2_627
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule 6) (7) .0 0
8. Total Assets C8) 247 , 260.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Ada. Costs/Misc. Expenses (Schedule. H) Cg) 15.222.3 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,323.9 7
11. Total Deductions C11? 17.,546.34
12. Net Value of Tax Return C12) 229, 713.93
13. Charitable/6overnaental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 2,0 0 0.0 0
14. Net Value of Estate Subject to Tax C14) ___,~~27_71_3._93
NOTE: If an assessment was issued previously, lines 14, 15 andlor 16, 17, 18 and 19 will
reflect figures that include the total of A. LL returns assessed to date.
ASSESSMENT OF TAX:
15. Aaount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Aaount of Line 14 taxable st Lineal/Class A rate C16) ?'2 7.71 3 _ Q~ x 045 = 10, 247.13
17. Aaount of Line 14 at Sibling rate C17) _D 0 X 1 2 = .0 0
18. Aaount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .0 0
19. Principal Tax Due C19)= 10,247.13
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-24-2009 CD011526 510.53 9, 00.00
04-01-2010 CD012553 .00 36.60
06-21-2010 SBADJUST .00 .27
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 10,247.13
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A '•CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. _~~~~