HomeMy WebLinkAbout01-03-11,,•NOT~E OF INHERITANCE TAX pennsylvan~a ~
p: ~'"' `'~~''~ ~, r~=-=~~P~AISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDtIdY.~-'~I~ES ,~„~ ; COF DEDUCTIONS AND
INHERITANCE 7AX DIVISIO ~}, ~ _
~ ASSESSMENT OF TAX REV-1547 EX AFP C12-10)
~ ,: i ; ~ ~.. x.~~
PO BOX 280b01 ~''~.' ~" ~ `.-
HARRISBURG PA 17128-0601
~t` DATE 01-03-2011
ESTATE OF DOLAN THOMAS J
DATE OF DEATH 11-02-2008
~L~R~~~r FILE NUMBER 21 08-1210
"~,;, ~VUR~
Q~i~~t~
,
('~,~~
`
~' COUNTY CUMBERLAND
GF~
~ ~ ~ ~
JAMES M ACN 101
352 S SPORTING HILL RD APPEAL DATE: 03-04-2011
M E C H AN I C S B U R G P A 17 0 5 0 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
--~ R_ETA_IN LOWER POR_
CUT ALONG THIS LINE TION_ FOR YOUR RECORDS ~-- ___ ___________
~
+
_
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE OR
TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: DOLAN THOMAS JFILE N0 .:21 08-1210 ACN: 101 DATE: 01-03-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 183, 000.00 NOTE: To ensure proper
Stocks and Bonds (Schedule B)
2 (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) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,7 0 0.0 0
6. Jointly Owned Property (Schedule F) (6) 1 , 500.00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 192,200.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5 9,6 2 9.7 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) t10) .0 0
11 . Total Deductions C11) 59, 629.79
12. Net Value of Tax Return C12) 132,570.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 132,570.21
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 C16) 1 ~?. 70.?1 x 045 = 5,965.66
17. Amount of Line 14 at Sibling rate C17) _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 (19)= 5, 965.66
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-19-2010 CD013523 315.03- 6,857.14
TOTAL TAX PAYMENT 6,542.11
BALANCE OF TAX DUE 576.45CR
INTEREST AND PEN. .00
TOTAL DUE 576.45CR
* 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. r~~~~l
REV-ta7o Ex (o~•~o)
• ~' 4'
~~_~i` t..~~~ enns lvan~a
... p Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
Po Box 2aoso~
(
DECEDENT'S NAME FILE NUMBER 21 OH-121 O
Dolan, Thomas
REVIEWED BY ACN
Justin R. Gilmore 101
{TEM
SCHEDULE NO_ EXPLANATION OF CHANGES
Change per correspondence.
Row Page 1