HomeMy WebLinkAbout04-04-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r- r'-
q;CnRDED Oq:kl ,JOTICE OF INHERITANCE TAX
,- ~,." !~~~!~~J~MENT. ALLOWANCE OR DISALLOWANCE
'".' OFnBE-bufTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURI~ PA 17128-0601
Z006 APR - 4 PM I: 4 1
'*
REV-1547 EX AFP (06-05)
DATE 03-31-2008
ESTATE OF DOTTER HELEN C
DATE OF DEATH 09-09-2006
FILE NUMBER 21 06-0819
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-30-2008
( 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
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REy:is47-Ex-AFP-C03:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DOTTER HELEN C FILE NO. 21 06-0819 ACN 101 DATE 03-31-2008
CLERK OF
r,n,'w. 1\ i\l'~ en! lPT
~)nj ~ 1'''1.,:' ''-' ,"-' \..) I t
CHARLES E SHIELdSU~Ti:'::; . P,b..
6 CLOUSER RD
MECHANICSBURG PA 17055
TAX RETURN WAS: (X) ACCEPTED AS F I LED
} CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
387,219.08
.00
.00
41,654.93
1,276.80
67,496.55
(8)
Jointly Owned Property (Schedule F)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Transfers (Schedule G)
Total Assets
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.
(9)
CIO)
38,160.24
9.550.39
CI1)
CI2}
CI3)
CI4}
14.
Net Value of Estate SUbject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
497,647.36
47.710.63
449,936.73
.00
449,936.73
If an assessment 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
NOTE:
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
CIS)
CI6)
CI7}
CI8)
.00 X 00 .00
.00 X 045 = .00
179,463.97 X 12 = 21,535.68
270,472.76 X 15 = 40,570.91
CI9)= 62,106.59
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-06-2006 CD007518 600.00 11,400.00
01-10-2008 CD009155 2,276.36- 52,382.95
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-11-2008 TOTAL TAX CREDIT 62,106.59
BALANCE OF TAX DUE .00
INTEREST AND PEN. 69.38
TOTAL DUE 69.38
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
\
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. .
~F D~~~~~ D~~" I~"~~~~~C~~~,, A~~ AT::~~E~~~~ ~:~) ;..~~~..~~~_~~ ~UE"'1J