HomeMy WebLinkAbout11-21-08BUREAU 01= INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280501
HARRISBURG PA 17126-0601
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]DOUGLAS G MILLER ESQ;i~~~;`,' ~
:[RWIN 8~ MCKNIGHT
60 W POMFRET ST
IARLISLE PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF-DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP C06-05)
DATE 11-10-2008
ESTATE OF SHOTSBERGER DOROTHY C
DATE OF DEATH 04-15-2008
FILE NUMBER 21 08-0455
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-09-2009
(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 _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHOTSBERGER DOROTHY C FILE N0. 21 OS-0455 ACN 101 _______
OR
DATE 11-10-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 125, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8 3,302.6 0
6. Jointly Owned Property (Schedule F) (6) 63, 130 .86
7. Transfers (Schedule G) (7) 32, 994.15
8. Total Assets (g) 304,427.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
34,776.40
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,269.44
11. Total Deductions (11) 36.04.84
12. Net Value of Tax Return (12) 268,381.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (lG) 268,381.77
NOTE: If an assessment was issued previously, l ines 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) 170,450.35 X 00 _ .DO
16. ,Amount of Line 14 taxable at Lineal/Class A rate (16) 97,931.42 X 045 = 4,406.91
17. ,Amount of Line 14 at Sibling rate (17) • 00 X 12 _ . 00
18. ,Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. (Principal Tax Due (19)= 4,406.91
TAY CRFTITTC.
PAYMEiNT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-14-2008 CD010013 220.35 8,000.00
TOTAL TAX CREDIT 8,220.35
BALANCE OF TAX DUE 3,813.44CR
INTEREST AND PEN. .00
TOTAL DUE 3,813.44CR
* 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" CCR), YOU MAY BE DUE (_.