HomeMy WebLinkAbout07-30-10-- NOTICE OF INHERITANCE TAX
~``~~PRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES.
INHERITANCE tax DIVISTQN,, ~ ~ ` ~~ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - - ~ _
HARRISBURG PA 17128-0601
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WILLI~M~ S DANI~tS ~, I~{~.
STE 205
1 W HIGH ST
CARLISLE PA 17013
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(2) .00
(3) .00
(4) .00
(5) 49,468.18
(6) .00
(7) .00
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR YOUR RECORDS ~--
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RHOADS DORIS IFILE N0.:21 09-0365 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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~ _
DEPARTMENT OF REVENUE ;~
REV-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8) _ 49 , 468.18
C9) 7 , 195.16
(lo) 6,053.98
11. Total Deductions C11) 13, 249.14
12. Net Value of Tax Return ( 12) _ 36, 219.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) _ 36,219.04
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
14. Principal Tax Due
TAX CREDITS:
DATE 07-26-2010
ESTATE OF RHOADS DORIS I
DATE OF DEATH 04-02-2009
FILE NUMBER 21 09-0365
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
c15) .00 x 00 = .00
(16) _ 00 x 045 = . 00
(ln _ 00 x 12 = . 00
(18) 36,219.04 X 15 = 5,432.86
(19)= 5,432.86
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-02-2009 CD011430 263.16 5,000.00
04-27-2010 CD012663 .00 169.70
07-19-2010 SBADJUST .00 2.15
TOTAL TAX PAYMENT 5,432.86
BALANCE OF TAX DUE .00
INTEREST AND PEN'. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTTnNS_