HomeMy WebLinkAbout07-30-10NOTICE OF INHERITANCE TAX
.~~~~P~P~RAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL„ TAX&S (~.
INHERITANCE TAX DIVISION.. ,~ ~,'bF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
pennsylvan~a ~~?~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-09)
HARRISBURG PA 17128-0601
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THOMAS c~j"~_AKE ~ `13
11071A HAUGHS CHURCH RD
KEYMAR MD 21757
DATE 07-26-2010
ESTATE OF DEWALT EUGENE A
DATE OF DEATH 02-09-2010
FILE NUMBER 21 10-0214
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-2~'+-2010
(See reverse side under ObjFrctions )
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-
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DEWALT EUGENE AFILE N0.:21 10-0214 ACN: 101
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OR
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) (1) .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) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 76,638.44
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7} .0 0
8. Total Assets (8) _ 76 , 638 .44
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g} 2.8 5 9.4 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16 0.21
11. Total Deductions C11} _ 3, 019.67
12. Net Value of Tax Return (12} _ 73, b18. 77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax (14} 73, 618.77
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) .00 }( 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 X 0 4 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) 73, 618.77 }( 15 = 11 , 042.82
19. Principal Tax Due C19)= 11 , 042.82
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-30-2010 CD012679 550.61 10,461.64
PAYMENT MUST BE MADE BY 11-09-2010*.
TOTAL TAX PAYMENT 11,012.25
BALANCE OF TAX DUE 30.57
INTEREST AND PEN. .00
TOTAL DUE 30.57
* 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 FOR INSTRUCTIONS
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