HomeMy WebLinkAbout07-01-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,_,.,,~ „~ Et.. I,W{iERITANCE TAX
BUREAU OF INDIVIDUAL TAXES !~p,~~j~~°~,~ r' . d,Yf~kNCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~} ~ ~p'I1fl1~~+~)AM1D ASSESSMENT OF TAX
PO BOX 280601 ~"~~:~'~;~~,ji ,tit1,...v
HARRISBURG PA 17128-0601 REY-1547 EX AFP (06-05)
~~~~ Ju! _' DM ~+ O~ATE 06-30-2008
i. f STATE OF SHANK DONALD M
DATE OF DEATH 01-22-2008
~~(~~~p FILE NUMBER 21 08-0419
ORPH~V'S CiOUR~ COUNTY CUMBERLAND
MARCUS A MACKNIGHT ~~~ ~~~ ACN 101
60 WESET POMFRET STREET APPEAL DATE: 08-29-2008
CAR L I S L E PA 17 013 (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 ~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHANK DONALD M FILE N0. 21 08-0419 ACN 101 DATE 06-30-2008
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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,QQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) UU submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 16.215.97
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets fig) 16,215.97
APPROVED DEDUCTIONS AND EXEMPTIONS: 1,463.02
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 30 0.54 3.76
11. Total Deductions (11) 302.006.78
12. Net Value of Tax Return (12) 285,790.81-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 285,790.81-
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rwv rornrr~.
c15) •oo X oo = .oo
c16) • 00 X 045 _ . 00
cln .00 X 12 = .00
C18) .00 X 15 _ .00
c19)= .00
PA M NT
DATE RECEI
NUMBER DISCOU +)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT .00
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 31, NO PAYMENT IS REQUIRED. L,_,_
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.)