HomeMy WebLinkAbout11-08-10NOTICE OF INHERITANCE TAX pennsylvania ~ ~ ' s
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BUREAU OF INDIVIDUAL TAXES APPR I~~~~1-~, ,A_L-:~,QW/~bCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION O ~F,.~~C'T#~~I$ `AN~'k~ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 1. ~-.; .: T, ~ ' ~ ! ~`~
HARRISBURG PA 17128-0601 ~ `~ ` '--' ' '€ ~ ~ ... .
~~~~ ~~~ _8 r~# ~. ~ JDATE 11-01-2010
U (- ESTATE OF JOHNSON AUDREY W
DATE OF DEATH 12-28-2009
~~~~~{J~ FILE NUMBER 21 09-1212
RP~'~~~~ ~ ~r~~i~J~',' COUNTY CUMBERLAND
DAVID M HOLLAR PLLC CUB."~~~'' ;`ti(~~ ;`.'~"! ACN 101
8 TOWER BRIDGE #400 ...,P~, APPEAL DATE: 12-31-2010
161 WASHINGTON S T R E E T (See reverse side under Objections
CONSHOHOCKEN PA 19428 Amount Remitted ~!-~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE----_ --i R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F--
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JOHNSON AUDREY WFILE N0.:21 09-1212 ACN: 101 _ ______________
OR
DATE: 11-01-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ] CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 347, 771.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 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 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 19,5 51.15
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (8) 367 , 322.15
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) _ 23.1 1 8.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 167,560.79
11. Total Deductions (11) 190, 679.29
12. Net Value of Tax Return (12) 176, 642.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 2,9 2 0.0 0
14. Net Value of Estate Subject to Tax (14) 173, 722.86
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 (15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _ 173.72 .86 x 045 = 7,817.53
17. Amount of Line 14 at Sibling rate (17) _D D X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 7,817.53
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
liVltKt51 15 [:HAKGED THROUGH 11-16-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 7,817.53
INTEREST AND PEN. 42.14
TOTAL DUE 7,859.67
* 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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