HomeMy WebLinkAbout05-13-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APp�tA,� NTH �L,QQWANCE OR DISALLOWANCE �. ' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION lD fi2. �S,C.Nb. ASSESSMENT OF TAX REV-1547 Ex AFP CBB-13)
PD aox 28860 1
HARRISBURG PA 17228-0601 REil�ti
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ESTATE OF DAVIDSON JAY F
DATE OF DEATH 11-02-2013
FILE NUMBER 21 13-1242
QRPHr;TS Go u'HT COUNTY CUMBERLAND
NESTICO ANTHONOWRLMD CO Pp ACN 101
STE 300 APPEAL DATE: 07-11-2014
1135 E CHOCOLATE AVE (See reverse side under Objections)
HERSHEY PA 17033-1220 Amount Remitted l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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 C08-13} NOTICE 4F 2NHERITANCE TAX APPRAISEMENT, ALLOWANCE 4R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DAVIDSON JAY FFILE NO. :21 13-1242 ACN: 101 DATE: 05-12-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED C } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 240,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 8) (2) 100 credit to your account,
3. Closely Hold Stock/Partnership Interest (Schedule C) (3) 00 submit the upper Portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 145,064.92
6, Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 200,128. 10
B. Total Assets (8) 585,193.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 37,418.53
10, Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 37,418.53
12. Net Value of Tax Return (12) 547,774.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .DO
14. Net Value of Estate Subject to Tax (14) 547,774.49
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) •00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) (+47.774.44 X 045 = 24,649.86
17. Amount of Line 14 at sibling rate (17) On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .DO X 15 = .00
19. Principal Tax Due CI9)= 24,649.86
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-11-2014 CDO18645 1,232.49 23,417.37
TOTAL TAX PAYMENT 24,649,86
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE .00
fc 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 FOR INSTRUCTIONS.