HomeMy WebLinkAbout07-30-10NOTICE OF INHERITANCE TAX
APPRAI.SEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES -~ ~~~ ~--
INHERITANCE TAX DIVISION O'F~ D~•~U~IONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ :~
HARRISBURG PA 17128-0601 _ .
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HAMILTON C DAV~~ • ' ,.,1
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20 E BURD ST
SHIPPENSBURG PA 17257
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DEPARTMENT OF REVENUE
REV-1547 EX AFP x:12-09) r
DATE 07-26-2010
ESTATE OF JOHNSON BOYD J
DATE OF DEATH 10-1b-2008
FILE NUMBER 21 08-1092
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-24-2010
(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 ~---
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX -----
APPRAISEM ---------------
ENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: JOHNSON BOYD JFILE N0.:21 08-1092 ACN: 101 DATE: 07-26-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) •0 0 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) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 251,378.79
6. Jointly Owned Property (Schedule F) (6) 44,484.95
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 295,863.74
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,5 2 6.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 17,526.40
12. Net Value of Tax Return (12) 278,337.34
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedu le J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 278,337.34
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 (15) 161,411.14 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 116.926. 0 x 045 = 5,261.68
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 5,261.6$
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-06-2010 CD012728 .00 5,261.68
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-07-2010
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 5,261.68
BALANCE OF TAX DUE .00
INTEREST AND PEN. 1.94.03
TOTAL DUE 194.03
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~c'~~r^