HomeMy WebLinkAbout06-06-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CHARLES E SHIELDS III
6 CLOUSER RD
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OTICE OF INHERITANCE TAX
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APP~tACI'S~M~~~i'iM~LdM1ANCE OR DISALLOWANCE
OF D:EpUCTIO,ry.S AND ASSESSMENT OF TAX
~~~'' ~ ~'~~~ ~~ ~ - ~.. REV-1547 EX AFP C06-05)
~~~~ `~~~ ~~ P~ 12' ~ $ ESTATE OF JOHNSON008 HELEN S
DATE DF DEATH 11-25-2006
Ci.~i~f{ Q; FILE NUMBER 21 07-0038
O~~NJfl.P':1~`~ CC}URT COUNTY CUMBERLAND
~~i ~"~ ~ "r1 , pA ACN 101
MECHANICSBURG PA 17055
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JOHNSON HELEN S FILE N0. 21 07-0038 ACN 101 --------------
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OR
DATE 06-03-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 156,522.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 83,521.21
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 13,805.62
6. Jointly Owned Property (Schedule F) (6) 75, 393.28
7. Transfers (Schedule G) (7) 249,559.23
8. Total Assets (B) 578,801.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
31,469 .06
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,915 .14
11. Total Deductions C11) 37.384.20
12. Net Value of Tax Return (12) 541,417.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 541,417.14
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 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/Class A rate (16) 541,417.14 X 045 = 24,363.77
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .0 0
19. Principal Tax Due C19)= 24, 363.77
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-14-2008 (0009406 1,018.46- 25,382.23
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-15-2008 TOTAL TAX CREDIT 24,363.77
BALANCE OF TAX DUE .00
INTEREST AND PEN. 10.67
TOTAL DUE 10.67
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
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.)