HomeMy WebLinkAbout11-08-10NOTICE OF INHERITANCE TAX
~•,~}}~Pit~kIS~~J?~T~;-ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES f.
INHERITANCE TAX Drv1s1oN OF- DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 i. "~'~, t ~`~ ~,., , . ~•
HARRISBURG PA 17128-0601
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09) r
~~~~ vy _$ P~ ~~ 3~ DATE 11-01-2010
V t ESTATE OF HARVEY JAMES K
DATE OF DEATH 07-06-2010
li~~~''~ ~.~~ ~± FILE NUMBER 21 ZO-0827
~R~~~~ v~v~t~~ COUNTY CUMBERLAND
LULA J HARVEY "~~°~~~ "'t'~~~7 ~,',~ , ~,~, ACN 101
GU}v_...,_,~,
707 S 21ST ST APPEAL DATE: 12-31-2010
CAM P H I L L P A 17 011 (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 _ -~-~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-- _ ________ ______
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT,-ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HARVEY JAMES KFILE N0.:21 10-0827 ACN: 101 DATE: 11-01-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
cl) .00
c2) 2, 950.93
t3) .00
c4) .00
c5) 19,428.34
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c8) 22,379.27
c9) 6 , 600.51
clo) .00
11. Total Deductions X11) b,600.51
12. Net Value of Tax Return C12) 15,778.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14 Net Value of Estate Subject to Tax C14) 15, 778.76
.
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date .
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 15, 778. 7b X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (07-10) ~
•
~ p~t'111$~/~Va111a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
A 1 1 8- 1
DECEDENT'S NAME FILE NUMBER
James K. Harvey 2110-0827
REVIEWED BY ACN
Destiny S.R. Brown 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Stocks and Bonds are correctly reportable on schedule B.
Row Page 1