HomeMy WebLinkAbout09-26-08BUREAU 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
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 EX AFP (06-05)
i~l~u u::..) ~J~;~ ~ ~ 1 ~i.~ATE 09-22-2008
ESTATE OF RITZ KATHRYN E
DATE OF DEATH 04-18-2007
~~`~~~~' FILE NUMBER 21 08-0178
v~` .'% ~ ~ '.~
r~ i, - ~'. COUNTY CUMBERLAND
`~" ~ ACN 101
MECHANICSBURG PA 17055
APPEAL DATE: 11-21-2008
(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 ~
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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 RITZ KATHRYN E FILE N0. 21 08-0178 ACN 101 ______________
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OR
DATE 09-22-2008
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) C1) .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) C3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,013.09
6. Jointly Owned Property (Schedule F) (6) 1,85 3.78
7. Transfers (Schedule G) C7) .00
8. Total Assets Cg) 2, 866 .87
APPROVED DEDUCTIONS AND EXEMPTIONS:
867 .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 867.00
12. Net Value of Tax Return C12) 1,998.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1,998.87
NOTE: If an assessment was issued previously, lines 14, 15 andlor 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed 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 C16) 1 , 998.87 X 045 = 89.99
17. Amount of Line 14 at Sibling rate C17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due CI9)= 89.99
TAY f D CTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-23-2008 CD009917 2.66- 92.65
09-15-2008 SBADJUST .00 .05
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 89.99
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TO AL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)