The URL can be used to link to this page

Home My WebLink About09-17-10NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDU IT' ~~ `~' i, ~~~~~ISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION r -1 ~ i, ~~~ 4ir ~ QF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 i'~I~'` ,_;'~ '"~ ,,,..r.t HARRISBURG PA 17128-0601 Pennsylvania ~`. ~ ~ -~r. DEPARTMENT OF REVENUE REV-1547 EX AFP (12-09) ZQIOSEP 17 AM~i' ~~ DATE 09-14-2010 ESTATE OF DRIVER DONALD E Ci~R~ ©~ DATE OF DEATH 11-27-2009 ~Rpk-{,~,~y'~ C;flURT FILE NUMBER 21 09-1133 KATHY A ~~:~i,J I,~C}„ PA COUNTY CUMBERLAND ACN 101 1873 VERDILLA RD APPEAL DATE: 11-13-2010 PORT TREVORTON PA 17864 (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 APPRAISEMENT, ALLOWANCE ----------------- OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: DRIVER DONALD EFILE N0.:21 09-1133 ACN: 101 DATE: 09-14-2010 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 180,000.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 3,374.8 8 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 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 0,6 64.7 7 6. Jointly Owned Property (Schedule F) (6) 179,364.94 7. Transfers (Schedule G) (7) 181,147.26 8. Total Assets (8) 584 , 551 .85 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 36.466.4 5 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 232.2 5 11. Total Deductions C11) 36,698.70 12. Net Value of Tax Return (12) 547,853.15 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (14) 547,853.15 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 (16) 547 .853- 1 ~i X 045 = 24,653.39 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00 19. Principal Tax Due C19)= 24,653.39 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-23-2010 CD012381 1,232.67 23,500.00 09-07-2010 REFUND .00 79.28- TOTAL TAX PAYMENT 24,653.39 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 FOR INSTRUCTIONS.