HomeMy WebLinkAbout12-27-10INHERITANCE TAX Pennsylvania #~'~c~;~
BUREAU OF INDIVIDUAL TAXES ~~~~"'s~'~~LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~1'~j~~{~~~!tt.~i~~U~~ AND ASSESSMENT OF TAX REV-1547 EX AFP C12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
~~~~~ ~~~ ~7 ~ ~' ~ J DATE 12-20-2010
ESTATE OF DAVISON JOYCE M
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~ DATE OF DEATH 01 - 09 - 2010
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O~p~~~~ ~~~~~'~ FILE NUMBER 21 10-0086
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L;~ COUNTY CUMBERLAND
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DEBRA K WALLET ACN 101
24 N 32ND ST APPEAL DATE: 02-18-2011
CAMP H I L L PA 17 011 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SAUARE
CARLISLE PA 17013
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DAVISON JOYCE MFILE N0 .:21 10-0086 ACN: 101 DATE: 12-20-2010
TAX RETURN WAS: CX) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 204,816.71 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 139,517.14 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 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 155, 059.04
6. Jointly Owned Property (Schedule F) (6) .0 0
7._Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 499 , 392.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 31,3 3 2.58
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,7 34.9 0
11. Total Deductions til) 33, 067 .48
12. Net Value of Tax Return C12) 466,325.41
13. Charitable/Governmental Bequests; Non-elected 91 13 Trusts (Schedule J) t13) .0 0
14. Net Value of Estate Subject to Tax C14) 46b,325.41
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 466 , 325 .41 x 045 = 20 , 984.64
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) .0 0 X 15 = .0 0
19. Principal Tax Due C19?= 20,984.64
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-09-2010 CD012598 842.11 16,000.00
10-08-2010 CD013480 .00 4,142.53
TOTAL TAX PAYMENT 20,984.64
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.