HomeMy WebLinkAbout05-20-11NOTICE OF INHERITANCE TAX pe1111S~/~Val11a - ~
APPRAiSEMENT, ALLOWANCE OR DISALLOWANCE J
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE tax Drv1s1oN OF ,:DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601
DATE 05-09-2011
ESTATE OF DAVIS MIRIAM E
_ DATE OF DEATH 11-25-2010
FILE NUMBER 21 10-1244
BRADLEY L GRIFFIE COUNTY CUMBERLAND
200 N HANOVER ST ACN 101
CAR L I S L E PA 17 013 APPEAL DATE: 07-08-2011
(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 F~
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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: DAVIS MIRIAM EFILE N0 .:21 10-1244 ACN: 101 DATE
: 05-09-2011
TAX RETURN WAS: (X) ACCEPTE D AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) .00
NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule (2) .00
C) (3) .00 credit to your account,
submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 71,032.48 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 15,533.80
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ($) 86,566 28
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H)
7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C9)
,098
(10) 37.05 9 15
11. Total Deductions
12. Net Value of Tax Return cll) 44,157.26
(12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 42,409.02
14. Net Value of Estate Subject to Tax (13)
•00
c14) 42,409.02
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflect figures that include the total ,
,
of ALL returns
o and 19 will
ASSESSMENT OF TAX: assessed to d t
15. Amount of Line 14 at Spousal rate O5)
0 0
0 0 =
16. Amount of Line 14 taxable at Lineal/Class A rate .
X
(16) 47
4 •00
17. Amount of Line 14 at Sibling rate ,
09 0? x 045 = 1 , 908.41
cln _no x 12 = 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
0 0
15 = .
19. Principal Tax Due .
X .0 0
TAX CREDITS:
c19)=
1,908.41
PAYMENT RECEIPT
DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-25-2011 CD014060 95 42
. 1,812.99
TOTAL TAX PAYMENT 1,908.41
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" (CR), YOU MAY BE )~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.