HomeMy WebLinkAbout10-17-08 (2)BUREAU OF~ INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0001
HARRISBURG PA 17128-0601
CHARLES E SHIELDS III
6 CLOUSER RD
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- NOTICE :OF SMHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
y ,.~ ¢?, "1 t.-~lt~~ !r ATE 10-13-2008
ESTATE OF HAINES PAUL L
DATE OF DEATH 12-12-2007
~,~ . - -, ,; ,-- FILE NUMBER 21 07-1149
""' - _,: COUNTY CUMBERLAND
r~~ -
- ~ '~ ACN 101
I'IECHANICSBURG PA 17055
APPEAL DATE: 12-12-2008
(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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HAINES PAUL L FILE N0. 21 07-1149 ACN 101 DATE 10-13-2008
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) C2) .00
credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3)
.00 submit the upper portion
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) 5,24 0.4 3
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets Ig) 5, 240.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
1,107.92
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 75.89
11. Total Deductions (11) 1 • 183.81
12. Net Value of Tax Return (12) 4,056.62
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 4, 056.62
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 C15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 4, 056.62 X 045 = 182.55
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 C19)= 182.55
TAY CRF:TITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-07-2008 CD009395 9.13 256.50
10-06-•2008 REFUND / .00 83.08-
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 182.55
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 TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE C
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