HomeMy WebLinkAbout11-29-10_ _ _ .. ~, ;-, ;~ ~~~;: NOTICE OF INHERITANCE TAX
~P~tAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL-TAXES
INHERITANCE TAX DIVISION.: ~ -, ~ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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DAV I D J L~Mb`~f ` E'SQ
130 W CHURCH ST
DILLSBURG PA 17019
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DEPARTMENT OF REVENUE 1
REV-1547 EX AFP (12-09)
DATE 11-15-2010
ESTATE OF DOTSON EFFIE L
DATE OF DEATH 06-12-2010
FILE NUMBER 21 10-0923
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-14-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DOTSON EFFIE LFILE N0.:21 10-0923 ACN: 101 DATE: 11-15-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •~ ~ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.0 0
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4,6 7 6.8 8
6. Jointly Owned Property (Schedule F) C6) 11 , 849.96
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (s) 16,526.84
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,7 9 8.7 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 5, 798.75
12. Net Value of Tax Return C12) 10,72$.09
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 10,728.09
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) .00 x 00 = .00
(16) _ Oo x 045 = . 00
(ln _ oo x 12 = . 00
(18) 10,728.09 x 15 = 1,609.21
C19)= 1 , 609.21
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-03-2010 CD013315 80.46 1,528.75
TOTAL TAX PAYMENT 1,609.21
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS//~~
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