HomeMy WebLinkAbout08-29-08COMMONWEALTH OF PENNSYLVANIA
_ _ DEPARTMENT OF REVENUE
~, .._ .NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION __. ._. ~• OF`DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
:~~°_'~ 1~~.~~ ~~ ~~,~' ~~ DATE 08-25-2008
ESTATE OF SHANNON DOROTHY D
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MURREL R WALTERS~"I'TI ESQ y
54 E MAIN ST
MECHANICSBURG PA 17055
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 SHANNON DOROTHY D FILE N0. 21 08-0353 ACN 101 DATE 08-25-2008
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)
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
(1) .00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) 103,061.27 tax payment.
c5) 40,412.59
I6) .00
c7) .00
c8) 143,473.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
5,405 .62
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 412 .0 0
11. Total Deductions C11) 5.817.62
12. Net Value of Tax Return C12) 137,656.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 137,656.24
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) •00 X 04 5 = .00
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) 137,65b.24 X 15 = 20,648.44
19. Principal Tax Due C19)= 20,648.44
TAY f DCTTTC.
~~`PAYMENT~~
DATE REC IP
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-11-2008 CD009869 1,032.42 19,616.02
DATE OF DEATH 03-13-2008
FILE NUMBER 21 08-0353
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-24-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 20,648.44
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE •DO
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE