HomeMy WebLinkAbout07-30-10NOTICE OF INHERITANCE TAX
~~- - •,~-APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDU,4L -xAkES; - i !~-
INHERITANCE rAX DNTS1oN: - '` OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '
HARRISBURG PA 17128=Q601
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DEPARTMENT OF REVENUE ,
REV°1547 EX AFP (12-09) J
DATE 07-26-2010
ESTATE OF DICKSON JAMES A
DATE OF DEATH 12-02-2009
FILE NUMBER 21 10-0192
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-24-2010
(See reverse side under Objections
Amount Remitted C
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS f--
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP _
RAISEMENT, ALLOWANCE _______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DICKSON JAMES AFILE N0.:21 10-0192 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) 8 91.0 0
6. Jointly Owned Property (Schedule F) (6) 1 , 459.90
7. Transfers (Schedule G) (7) 1, 182,554.21
8. Total Assets (8) _ 1 , 184 , 905.11
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,7 24.3 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,18 7.8 5
11. Total Deductions (11) _ 9,912.22
12. Net Value of Tax Return (12) 1,174,992.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax (14) _ 1,174,992.89
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 .18 4.014_ ] 1 x 045 = 53,280.63
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) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 53, 280.63
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-25-2010 CD012395 2,526.32 48,000.00
05-12-2010 CD012737 .00 2,754.31
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 53,280.63
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" {CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS._,_
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