HomeMy WebLinkAbout07-16-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-Ob01
~. ~16~',IC~-i~Q~ 1,~NHERITANCE TAX pennsylvan~a ~
APPR~I-$,fM~NT~; ~,,ArLLa9WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
..F
OF"-'`t~'~`tl`CT'10~5 '"AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
Z~~O JAL ~ 6 P I ~ 00
4RP~,~'S f` C~Gf ~T
DORMAN L GODLOVE JR
402 MIDDLE COVE RD
MATHIAS WV 26812
DATE 07-13-2010
ESTATE OF DREY JOHN C
DATE OF DEATH 02-19-2010
FILE NUMBER 21 10-0183
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-11-2010
(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 F--
---------------
-----------------
-
---------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: DREY JOHN (FILE N0.:21 10-0183 ACN: 101 DATE: 07-13-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 18,340.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 55, 376.39
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 73,716.39
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5.19 2.5 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,4 7 9.6 6
11. Total Deductions C11) 12,672.16
12. Net Value of Tax Return C12) 61 , 044.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 61,044.23
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 61 , 044.23 X 15 = 9 , 156.64
19. Principal Tax Due (19)= 9, 15b . 64
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-26-2010 CD012658 456.56 8,674.72
PAYMENT MUST BE MADE BY 11-19-2010.
TOTAL TAX PAYMENT 9,131.28
BALANCE OF TAX DUE 25.3b
INTEREST AND PEN. .DO
TOTAL DUE 25.36
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
-~ ~)~'~~