HomeMy WebLinkAbout11-14-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~`~~ ` ~-- '' F~O;fi~{~Cf~'OF INHERITANCE TAX
BUREAU O~ INDIVIDUAL TAXES APPkA~SEM~N7,,ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION j '~ : ;','~, i ~~~ g~DU6TI.QNS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
2D!~~ ~OR~ ! ~+ Q~ 19 ~ 24 DATE 11 -17-2008
ESTATE OF FISHEL SHIRLEY L
C.~ ~~~~ Ey,t; DATE OF DEATH 03.-07-2008
DI~Ff ~r~,~!"j `.(11~1~T FILE NUMBER 21. 08-0354
6 r ~ r; n .r~ COUNTY CIMBERLAND
JOHN D MILLER JR ~~'" ~~ ACN lCll
MILLER ETAL APPEAL DATE: 01-16-2009
137 E P H I LA ST (See reverse Bade under Objections)
YORK PA 17401 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, Pt1 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FISHEL SHIRLEY L FILE N0. 21 08-0354 A(:N 101 DATE 11-17-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
cl) 84,406.07
c2) .00
c3) .00
C4) .00
c5) 6, 197.32
c6) .00
C7) .00
ca)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
90,603.39
20,427.00
C9)
clo) 1,825.02
C11) .0
clz) 68,351.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
c13) .00
c14) 68, 351 .37
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:
• 00 00 . 00
15. Amount of Line 14 at Spousal rate (15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 68,351.37 X 045 = 3,075.81
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
Principal Tax Due
19 clg)= 3, 075.81
.
TAV ,`DGTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-OS-2008 CD010116 .00 c5,134.50
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 3,134.50
BALANCE OF TAX DUE 58.69CR
INTEREST AND PEN. .00
TOTAL DUE 58.69CR
IF TOTAL DUE IS LESS TNAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) '
REV-1470 EX (6-88)
~ ' ±"k~
~~a ro ,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
EDENT'S
ITEM
SCHEDULE NO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
EXPLANATION OF CHANGES
G 1182 I The department will bill the beneficiaries separately.
ROW
Fishel, Shirley L.
Justin R. Gilmore
FILE NUMBER
2108-0354
101
Page 1