HomeMy WebLinkAbout01-03-11r~„ ~~~ ~,~ A~~IOTICE OF INHERITANCE TAX
BuREau of INDIVIDUAL TA~E"'S' `"-'~ r '/~~i~r3~•MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION w _ "~ ~~ Q'!"` ~I?'EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 I_ ~- ~-_~ ~ ~'~-~ ~ ~ _ ; ...~J
HARRISBURG PA 17128-0601
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AG TAX LAW
1110 N MOUNTAIN RD
HBG PA 17112
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 12-20-2010
ESTATE OF DAVIS CURTIS G
DATE OF DEATH 06-07-2009
FILE NUMBER 21 09-0667
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-18-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: DAVIS CURTIS GFILE N0.:21 09-0667 ACN: 101 _______________
OR
DATE: 12-20-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 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) C3) .0 0 submit the upper portion
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) 265, 614. O1
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 265, 614. O1
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 6.18 4.8 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 31 , 354.13
il. Total Deductions (11) 37,539.01
12. Net Value of Tax Return C12) 228, 075.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 228,075.00
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 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ??8.075.00 X 045 = 10,263.38
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.)= 10,263.38
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-25-2009 CD011669 513.17 13,000.00
TOTAL TAX PAYMENT 13,513.17
BALANCE OF TAX DUE 3,249.79CR
INTEREST AND PEN. .00
TOTAL DUE 3,249.79CR
* 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.