HomeMy WebLinkAbout11-07-08COMMONWEALTH OF PENNSYLVANIA
_DEPARTMENT OF REVENUE
'.-y,.1~r '^` 1~-{-µ~'1~(E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ' t""~ ~
.-,~, AfPRAi$E~iQNT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~'";~"^., j';~ ! ;~_; pF.~'•DE~UG~IONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
~~~~ ~~~ -~ P~ S~~ .~~ DATE 11-03-2008
ESTATE OF SHADLE ANNA J
IiL~I-'I\('~ DATE OF DEATH 03-13-2008
~~~NA~~~~~J~i~ FILE NUMBER 21 08-0322
} rnr~t .!,p!"~ (''1 O~ COUNTY CUMBERLAND
THOMAS E FLOWER ESQ'~'~"`' '`- ~ '~~ ~~~ ACN 101
SAIDIS ETAL APPEAL DATE: 01-02-2009
2109 MARKET ST (See reverse side under Objections)
CAMP HILL PA 17011 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ -! R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f~ _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT,~ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHADLE ANNA J FILE N0. 21 08-0322 ACN 101 DATE 11-03-2008
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) (1) I34, 078.00 NOTE: To insure proper
Stocks and Bonds (Schedule B)
2 (2) 2,7 99.86 credit to your account,
. oo submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) • 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) 8 6,86 5.97
6. Jointly Owned Property (Schedule F) (63 .00
7. Transfers (Schedule G) C7) .00
(g) 223,743.83
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 7,091.62
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,958 .09
11 . Total Deductions (11) 16 , 049.71
12. Net Value of Tax Return C12) 207, 694.12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
t to Tax
S
bj
t
f E
t C14) 207,694.12
14. u
ec
a
e
Net Value o
s
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 assess ed to date.
ASSESSMENT OF TAX:
00
00
. 00
15. Amount of Line 14 at Spousal rate (15) • =
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = ,00
17. Amount of Line 14 at Sibling rate (17) 3,000.00 X 12 = 360.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 204,694.12 X 15 30,704.12
19 l Tax Due
i
P
i (19)= 31 , 064.12
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PAYMENT
DATE
RE EIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-3
AMOUNT PAID
06-06-2008 CD009865 1,473.68 28,000.00
07-25-2008 CD010064 ~ .00 1,590.44
TOTAL TAX CREDIT 31,064.12
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 S1, NO PAYMENT IS REQUIRED.
~-no rei CUl_ATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
e REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)