HomeMy WebLinkAbout10-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISE~ENT.ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
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DATE 10-01-2007
ESTATE OF SHIVE LEROY J
DATE OF DEATH 02-11-2006
FILE NUMBER 21 06-0193
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-30-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
JAMES M BACH ATTY
J M BACH LAW OFFICE
352 S SPORTING HILL
MECHANICSBURG PA
R
17050
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHIVE LEROY J FILE NO.21 06-0193 ACN 101 DATE 10-01-2007
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) 230,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account.
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 17,922.34
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 247,922.34
APPROVED DEDUCTIONS AND EXEMPTIONS: 49,036.64
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule 1) ClO) 36.923.42
II. Total Deductions Cl1) 81;.960 06
12. Net Value of Tax Return Cl2) 161,962.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cl3) .00
14. Net Value of Estate Subject to Tax Cl4) 161,962.28
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 !h.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate ClS) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) 161,962.28 X 045 = 7,288.30
17. Amount of Line 14 at Sibling rate Cl7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) .00 X 15 = .00
19. Principal Tax Due Cl9)= 7,288.30
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 10-16-2007 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS oun I NED ON THE BALANCE OF TAX DUE 7,288.30
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 531.25
TOTAL DUE 7,819.55
* IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)