HomeMy WebLinkAbout03-15-11_ _ _ NOTICE OF INHERITANCE TAX pennsylvan~a ~ ~
~P~RAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~'OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601 '" '
HARRISBURG PA 17128-0601
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RONALD `~ "JnHNtSON' ESQ ' "'a:
78 W POMFRET ST
CARLISLE PA 17013
DATE 03-01-2011
ESTATE OF DEHART CHARLES E
DATE OF DEATH 08-13-2010
FILE NUMBER 21 10-0871
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-30-2011
(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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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: DEHART CHARLES EFILE N0.:21 10-0871 ACN: 101 DATE: 03-01-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Praperty (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) .00
c2) .00
c3) .00
c4) .00
c5) 31 , 537.68
c6) .00
cn .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 31 , 537 . b8
c9) 10 , 456.37
clo) .00
11 . Total Deductions (11) 10 , 456.37
12. Net Value of Tax Return ~ 12) 21 , 081.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 8,4 3 2.5 2
14. Net Value of Estate Subject to Tax C14) 12,b48.79
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 (16) 12.648.79 x 045 = 569.20
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)= 569.20
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-10-2010 CD013766 .00 569.20
TOTAL TAX PAYMENT 569.20
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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