HomeMy WebLinkAbout06-06-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 28D601
HARRISBURG PA 17128-06D1
~,~'-^ ~;^~ ,~,-,~-(yq~TICE OF INHERITANCE TAX
" " fAPPRAYS~ENT!, ALLOWANCE OR DISALLOWANCE
i_;:, _b~;pEAUCTiONS AND ASSESSMENT OF TAX
2~"8 JUF~ - 6 P~ I2- I $
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CHARLES E SHIELDS ~~.~~5~`~~.~~ ,' ~`~„ ~A
6 CLOUSER RD
MECHANICSBURG PA 17055
REY-1547 EX AFP (06-05)
DATE 06-03-2008
ESTATE OF MYERS SARA E
DATE OF DEATH 02-22-2007
FILE NUMBER 21 07-0399
COUNTY CUMBERLAND
ACN 101
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 E- ______________
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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 MYERS SARA E FILE N0. 21 07-0399 ACN 101 DATE 06-03-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 128, 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) L3) 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) 7,34 6.15
b. Jointly Owned Property (Schedule F) C6) 173.88
7. Transfers (Schedule G) C7) .00
8. Total Assets fig) 135,520.03
APPROVED DEDUCTIONS AND EXEMPTIONS: 24,075.60
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) I10) 1.332.94
11. Total Deductions C11) ;0.408.54
12. Net Value of Tax Return C12) 105, 111 .49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 105, 111 .49
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:
• 00
00
. DO
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 105,111.49 X 045= 4,730.02
17. Amount of Line 14 at Sibling rate (17) .00 X 12 ~ .00
18. Amount of Line 14 taxable at CollaterallClass B rate C18) •00 X 15 = .00
c19)= 4,730.02
19. Principal Tax Due
I h V R G L i ~
PAYM NT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-07-2008 CDOD9396 101.25- 4,834.77
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 4,733.52
BALANCE OF TAX DUE 3.50CR
INTEREST AND PEN. .00
TOTAL DUE 3.50CR
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)