HomeMy WebLinkAbout12-01-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- NO,T,I'CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES r dPPRAY'S~M~'NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 'OF'DEI)UGTIONS AND ASSESSMENT OF TAX
PD BOX 280601 _' _ ,
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
it^'~ ,*~~ _ ~ ~}: ~; (T ~ DATE 11-24-2008
ESTATE OF SHANNON MARION P
DATE OF DEATH 05-31-2007
~,,,~~ _ FILE NUMBER 21 07-0597
~~~ ~ " COUNTY CUMBERLAND
THOMAS E FLOWER ~~''; i`, ACN 101
S~AIDIS ETAL APPEAL DATE: 01-23-2009
e' 10 9 MA R K E T S T (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 ALOIN_G THIS LINE _ -• R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~- _ _____________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE DF SHANNON MARION P FILE N0. 21 07-0597 ACN 101. DATE 11-24-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. (teal Estate (Schedule A) (1) 132,409.60 NOTE• To insur
2. >tocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. P~ortgages/Notes Receivable (Schedule D)
5. (:ash/Bank Deposits/Misc. Personal Property (Schedule E)
6. .lointly Owned Property (Schedule F)
7. lfransfers (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.
12.
13.
14.
Total Deductions
Net Value of Tax Return
e proper
(2) 16,481.65 credit to your account,
(3) .00 submit the upper portion
of this form with your
c4) .00 tax payment.
cs) 2.,501.52
c6) 8,757.25
cn 150,542.09
cB) 310,692.11
12,635.38
C9)
clo) .00
C11) 19.6~~. 8
clz) 298, 056.73
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1,000.00
Net Value of Estate Subject to Tax C14)
297,056.73
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.
ASSESSMIENT OF TAX:
15. /lmount of Line 14 at Spousal rate
16. llmount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rwx rocnrrc.
c15) .00 X 00 _ .00
c16) 296,056.73 X 045 _ 13,322.55
c17) • 00 X 12 _ . 00
cls) 1,000.00 X 15 _ 150.00
c19)= 13,472.55
PAYMENT
DATE= RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-18-2008 CD010168 217.28- 13,689.83
BALANCE OF UNPAID INTEREST/PENALTY AS OF
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
08-19-2008 TOTAL TAX CREDIT 13,472.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. 225.05
TOTAL DUE 225.05
C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REpUIRED.
IF^TOTAL DUE'IS'REFLECTED^AS'A-"CREDIT" CCR), YOU MAY BE DUE