HomeMy WebLinkAbout11-29-10NOTICE OF INHERITANCE TAX pennsyLvan~a ~
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BUREAU OF INDIVIDUAL TAXES ~ ~kP~P~RA'IS•GM'~i~,Tt, (~LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE a
INHERITANCE TAX DIVISION ,'.
D"F '`DE~DUL*`TZ±+D;NS AND ASSESSMENT OF TAX REV-1547 EX AFP c12-o9)
PO BOX 280601 ~ ~ - _ "':.- .,,.r + :.. , ~ , .:. ,
HARRISBURG PA 17128-0601
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ESTATE OF DISNEY DAVID B
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COUNTY CUMBERLAND
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DAVID M WATTS JR `° "~` - -- ~~ ," ~ ' ra. ACN 101
100 PINE ST APPEAL DATE: 01-21-2011
P O BOX 116 6 (See reverse side under Objections
HARRISBURG PA 17108-1166 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 E--
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE -
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TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DISNEY DAVID BFILE N0 .:21 10-0416 ACN: 101 DATE: 11-22-2010
TAX RETURN WAS: (X) ACCEPTE D AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) 55, 304.68 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule .0 0 submit the upper portion
C) t3)
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,4 0 6.2 3
6. Jointly Owned Property tSchedule F) (6) .0 0
7. Transfers (Schedule G) ~7) 1 , 477, 931.59
8. Total Assets c8) 1 , 540 , 642.50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 3 0.0 2 0.0 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) 30, 020.09
12. Net Value of Tax Return C12) 1 , 510, 622.41
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) 1,4 7 7,9 31.5 9
14. Net Value of Estate Subject to Tax (14) 32,690.82
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 C16) 11 .768.70 x 045 = 529.59
17. Amount of Line 14 at Sibling rate C17) 1 5 , 037 _ 78 X 12 - 1 , 804.53
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 5, 884.35 X 15 = 882. b5
19. Principal Tax Due C19)= 3,216.77
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
Ob-08-2010 CD012876 147.37 2,800.00
07-23-2010 CD013093 .00 276.77
11-15-2010 REFUND .00 7.37-
TOTAL TAX PAYMENT 3,216.77
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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