HomeMy WebLinkAbout02-23-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-,i..."' n-::lIltT(cE: OF INHERITANCE TAX
"APPR~I$ItMENT', ALLOWANCE OR DISALLOWANCE
OF;DEDOCTIONS AND ASSESSMENT OF TAX
02-19-2007
BAILEY
12-29-2001
21 05-0600
CUMBERLAND
101
APPEAL DATE: 04-20-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
20n1 FEB 23 PI'; I: I 4
CHARLES E SHIELDS
6 CLOUSER RD
MECHANICSBURG
C.LEFi}<. (:\F
OF'" I"~ I"~
~i-)f" tV"; >
IU? -
PA 17055
REV-1547 EX AFP (06-05)
RALPH
S
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-Ex-AFP-C03:osj-NoTICE.OF-INHERITANCE-TAX.APPRAIsEHENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BAILEY RALPH S FILE NO. 21 05-0600 ACN 101 DATE 02-19-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
NO . 01
RETURN
(1)
(2)
(3)
(4)
(5)
(6)
(7)
389.85
.00
.00
.00
.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
389.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
292.50
(9)
(10)
.00
(11)
(12)
(13)
(14)
292.1i0
97.35
.00
263,877.84
NOTE: If an assess.ent 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
(15) 207,393.58 X 00 .00
(16) 56,484.26 X 045 = 2,541.70
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 2,541.70
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-25-2005 CD005936 203.20- 2,744.90
02-07-2006 CD006306 165.55- 165.55
01-03-2007 CD007634 3.21- 3.40
TOTAL TAX CREDIT 2,541.89
BALANCE OF TAX DUE .19CR
INTEREST AND PEN. .00
TOTAL DUE .19CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~