HomeMy WebLinkAbout10-22-10NOTICE OF INHERITANCE TAX pennsylvan~a ~ a,
'APF'_~AISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUI4L TAXES
INHERITANCE TAX DIVISION ~F DEDUCTIONS AND ASSESSMENT DF TAX REV-1547 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
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''_` `' °°> ~~-„`~ ~ DATE 10-19-2010
~~ ESTATE OF DEWALT SARA K
_, r_...„ ,- DATE OF DEATH 09-23-2009
~`-''-`- ~ FILE NUMBER 21 09-1013
~--~ ~ ~" ~- ~~^ COUNTY CUMBERLAND
_. ~.
TRICIA D~MA.YLDR- ESQ ~ ' ' ACN 101
104 S HANOVER ST APPEAL DATE: 12-18-2010
C A R L I S L E P A 17 013 ( 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 _ --~ __RETA_IN LOWER POR_TION__FOR_YOUR_RECORDS- !-- __
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DEWALT SARA KFILE N0.:21 09-1013 ACN: 101 _________________
DR
DATE: 10-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 Real Estate tSchedule A) (1) .0 0 NOTE: To ensure proper
. (2? 27,376.02 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 175, 229.18
6. Jointly Owned Property (Schedule F) (6) .0 0
(7) 19,498.56
7. Transfers (Schedule G)
C8) 222, 103.76
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 21,24 6.7 4
10. Debts/Mortgage Liabilities/Liens tSchedule I) C10) 36 0.2 7
(11) 21,607.01
11. Total Deductions 200 , 496.75
12. Net Value of Tax Return (12) 0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
14. Net Value of Estate Subject to Tax (14) 200,496.75
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.
ASSESS MENT OF TAX:
00
00
= .00
15. Amount of Line 14 at Spousal rate C15) .
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 00 , 09b . 75 X 045 = 9 , 004.35
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 C18) 400.00 X 15 = 60.00
C19 )= 9:064.35
19.
T~v r~ Principal Tax Due
cT1TTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-22-2009 CD012138 453.22 9,400.00
TOTAL TAX PAYMENT 9,853.22
BALANCE OF TAX DUE 788.87CR
INTEREST AND PEN. .00
TOTAL DUE 788.87CR
* 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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