HomeMy WebLinkAbout07-01-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,-.nr 0 ~Cf,~Of~"1JVHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AARIFAIY 1VT;tJ~LEOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 28D601 {y-~~'';} ~I A{rD ASSESSMENT OF TAX
HARRISBURG PA 17128-06D1 `" i' - ~~ ~~~;~
REV-1547 EX AFP (06-05)
~~~Q ~~~" ~ I ~M `~ OJESTATE OF FLEAGLE008 NORMAN E
CLERK OE DATE OF DEATH 08-13-2007
~~FS FILE NUMBER 21 07-0783
CHARLES E SHIELDS III, ~~,~~ `~„ pA COUNTY CUMBERLAND
ACN 101
6 CLOUSER RD APPEAL DATE: 08-22-2008
MECHANICSBURG PA 17055 (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 ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FLEAGLE NORMAN E FILE N0. 21 07-0783 ACN 101 DATE 06-23-2008
TAX RETURN WAS: C 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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
C1) 140,320.00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .0 0 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 40.459.34
c6) .00
c7) 17,596.35
ce) 198,375.69
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9) 17,626.18
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 20,18 7.39
11. Total Deductions I11) 37 .813. ~7
12. Net Value of Tax Return X12) 160,562.12
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) .00
14. Net Value of Estate Subject to Tax (14) 160,562.12
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 X15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 160,562.12 X 04.5 = 7,225.30
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due
c19)=
7,225.30
TAX rRFTITTS•
PAYMEN
DATE CEI T
NUMBER D CO +)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-25-2008 CD009455 .00 7,225.30
TOTAL TAX CREDIT 7,225.30
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)