HomeMy WebLinkAbout09-17-10^},~ I~E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~!'(~R[AI_ R ~; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,"" bIEI1F~i11~DNS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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CLERK Cf
ORPHAN'S COURT
MARCI S MILLER CUP'~~RER'_~~~'~``~~ ~'~ ~~
STE 202
2000 LINGLESTOWN RD
HBG PA 17110
Pennsylvania : ~,
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 09-20-2010
ESTATE OF DANDY DANIEL A
DATE OF DEATH 10-05-2009
FILE NUMBER 21 09-1020
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-19-2010
(See reverse side under 06jections
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 ~E-
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REY-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DANDY DANIEL AFILE N0.:21 09-1020 ACN: 101 DATE: 09-20-2010
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)
(1) •00 NOTE: To ensure proper
(2) 365.50 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) • 00 tax payment.
(5) 45, 058.15
(6) .00
(7) .00
(8) 45,423.65
C9) 20 , 610.21
clo) 4,828.37
11. Total Deductions C11) 25,438.58
12. Net Value of Tax Return (12) 19,985.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 19,985.07
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) 19.98.07 X 045 = 899.33
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 899.33
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-05-2010 CD012200 44.97 4,300.00
TOTAL TAX PAYMENT 4,344.97
BALANCE OF TAX DUE 3,445.64CR
INTEREST AND PEN. .00
TOTAL DUE 3,445.64CR
* 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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