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Home My WebLink About04-27-11NOTICE OF INHERITANCE TAX Pennsylvania r~ , BUREAU OF INDIVIDUAL ~(~~' `" AF~P~R-A~EMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION - ©~ EDUCTI ONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE PO BOX 280601 ~ ", - -!: j~~ REV-1547 EX AFP (12-10) HARRISBURG PA 17128-0601 ' ~- - -:-i r•7 ~ DATE 04-18-2011 ,.: L ; ~ .° ESTATE OF DAVIS WILLIAM S DATE OF DEATH 08-07-2008 ~~ E~r~ r!~ FILE NUMBER 21 08-0952 ~~~~~~~~.~`'~~ ri,liJ~T COUNTY CUMBERLAND LISA M COY}, E ~ _` '`!? , fah', ACN COYNE K COYNE PCB 101 APPEAL DATE: 06-17-2011 3 9 0 1 MA R K E T S T (See reverse side under Objections ) CAMP HILL PA 17011-4227 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 F- _ ---- ---------------- ----------------------- _ REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR ----------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: DAVIS WILLIAM SFILE N0.:21 OS-0952 ACN: 101 DATE: 04-18-2011 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) 2b2,432.$0 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) of this form with your (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3 0,8 76.99 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 578,283.90 8. Total Assets (8) 871 , 593 69 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g)__ 30.O1r,_04 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,8 8 3.21 11. Total Deductions (11) 32,898.25 12• Net Value of Tax Return (12) 838,695.44 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (14) 838, 695.44 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) 686,951 05 00 = 16. Amount of Line 14 taxable at Lineal/Class A rate (16) . 1 ~ 1 74 X .00 17. Amount of Line 14 at Sibling rate , . 4 ~9 x 045 = 6,828.50 (17) I10 X 12 = 00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 00 15 = . 19. Principal Tax Due . X .00 TAX CREDITS: (19)= 6,828.50 PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 11-07-2008 CD010515 341 43 . 12,000 .00 TOTAL TAX PAYMENT 12,341.43 BALANCE OF TAX DUE 5,512.93CR INTEREST AND PEN. .00 TOTAL DUE 5,512.93CR * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.