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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JANICE C YORK
23 N PIN OAK DR
BOILING SPRINGS
NOTICE OF INHERITANCE TAX
APPRA.ISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
'JOINTLY HELD DR TRUST ASSETS
PA 17007-9402
pennsylvania
DEPARTMENT OF REVENUE
F
REV-1548 EX AFP C12-09)
DATE 11-01-2010
ESTATE OF DAVIS MARY A
DATE OF DEATH 03-14-2010
FILE NUMBER 21 10-0597
COUNTY CUMBERLAND
SSN/DC 327-24-3784
ACN 10121188
APPEAL BY DATE:12-31-2010
(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 ~"'~
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REV-1548 EX AFP C12-09~
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 11-01-2010
ESTATE OF:DAVIS
MARY
FILE NO.: 21 10-0597 S.S/D.C. NO.: 327-24-3784
COUNTY:CUMBERLAND
ACN: 10121188
TAX RETURN WAS: C ~ ACCEPTED AS FILED (X1 CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: FARMERS K MERCHANTS TRUST CO ACCOUNT NO.: 33-77857
TYPE OF ACCOUNT: C )SAVINGS C ~ CHECKING ( )TRUST C TIME CERTIFICATE
DATE ESTABLISHED 12-21-1999
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
8,849.13
X 0.500
4,424.57
- 1,880.48
2,544.09
x .045
114.48
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-OS-2010 CD012885 3.81 72.35
PAYMENT MUST BE MADE BY 12-15-2010*.
TOTAL TAX PAYMENT 76.16
BALANCE OF TAX DUE 38.32
INTEREST AND PEN. .00
TOTAL DUE 38.32
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
A DATE OF DEATH:03-14-2010
. -~~~
RE_V-1470 ELY (6-88)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
MARY A DAVIS 2110-0597
REVIEWED BY
Judy Watts A N 10121188
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
The deduction for the amount you gave your sister has been disallowed. Inheritance tax is
due on the amount that was in the account at the date of death and the way the account
was titled on the date of death. The will does not enter into this account. It does not
matter what you do with the money after the tax is paid.
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