HomeMy WebLinkAbout02-18-11,- r r ~ ,-~, .~~r,~,. OTICE OF INHERITANCE TAX
' ,`~`'I L_~., gI~F~Y MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL T~X~E'S` ~ __
INHERITANCE TAX orvlsloN _i~~ t~ .'- - ~.~ !~DUCTIONS AND ASSESSMENT OF TAX
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PO BOX 280601
HARRISBURG PA 17128-0601
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JOHN C OSZUS~F-0~£'Z- '~`
104 S HANOVER ST
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 02-14-2011
ESTATE OF DAVIDSON PATRICIA K
DATE OF DEATH 01-12-2010
FILE NUMBER 21 10-0269
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-15-2011
(See reverse side under Obje~ntions )
Amount Remitted _
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ -~--)__RETA_IN LOWER PO R_TION_FOR_YOUR_RECORDS_ ~ __
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DAVIDSON PATRICIA KFILE N0.:21 10-0269 ACN: 101 _________________
OR
DATE: 02-14-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1 Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
. C2) ,0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 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) (5) 3,8 7 0.41
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
(8) 3,870.41
8. Total Assets _
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
(11) .0 0
11. Total Deductions _ 3,870.41
12. Net Value of Tax Return (12) _ 0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .
tate Subject to Tax
f E
l
V (14) 380,207.68
14. s
ue o
a
Net
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 r .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ;SO .207 _ 68 X 045 ~ 17, 109.35
17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .0 0
(19?= 17, 109.35
19. Principal Tax Due
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-12-2010 CD012596 842.11 16,000.00
09-10-2010 CD013336 .00 93.10
11-30-2010 CD013720 .03- 174.17
02-07-2011 SBADJUST .00 .91
TOTAL TAX PAYMENT 17,109.35
BALANCE OF TAX DUE Y .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.