HomeMy WebLinkAbout10-28-11 (3)
~~~'r~,NO~'I`C,~'~"INHERITANCE TAX
Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APP~~~,~M~N~„ f~L;l,'~pWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601 % n t ' nn•t~ n !1 , ~ ~,~
CLc^" n"
, :,
~~nn ~ r~ a r} i ~ r. ~ i ~'~
V~h,.~..: :~~ ,, . '.
SUSAN C MARTZ
LOT 4A
124 WOODS DR
MECHANICSBURG PA 17050
DATE 10-10-2011
ESTATE OF DAVIDSON QUENTIN
DATE OF DEATH 04-19-2011
FILE NUMBER 21 11-0727
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-09-2011
(See reverse side under Objections)
Aoount Reaitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOIISE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ---) R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS F--
REV-15 _
_
47 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEM _
ENT, ALLOWANCE __
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: DAVIDSON QUENTIN FILE N0.:21 11-0727 ACN: 101 DATE: 10-10-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE O
F RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2.
Stocks and Bonds (Schedule B) ~2) .
,Op NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) C5) .
.00 tax payment.
6. Jointly Owned Property (Schedule F) C6) 28,465.00
7. Transfers (Schedule G) ~7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: Ce) 28.465.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1.7 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.754.00
11. Total Deductions
12.
Net Value of Tax Return X11) 4,476.00
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (12)
(Schedule J) 23,989.00
14.
Net Value of Estate Subject to Tax C13) .00
(14) 23,989.00
NOTE: If an assessrwent was issued previously, lines 14, 15 and/or 16
17
18
reflect figures that include the total
of ALL ,
,
returns assessed to dat and 19 will
ASSESSMENT OF TAX: e.
15. Amount of Line 14 at Spousal rate C15) 00
00 =
16.
Amount of Line 14 taxable at Lineal/Class A rate
C16) .
X
93
989
0 .00
17.
Amount of Line 14 at Sibling rate _
.
_
0 x 045 =
1,079.51
(17) _00 X 12 =
.00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 00
15 =
19.
Principal Tax Due .
X .00
TAX CREDITS:
c19)=
1,079.51
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-29-2011 CD014641 53.98 1.,025.
TOTAL TAX PAYMENT 1,079.51
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.
_ ~ ~f