HomeMy WebLinkAbout12-01-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2806101
HARRISBURG PA 17128-0601
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CHARLES E SHIELDS II'Z ~'
6 CLOUSER RD
MECHANICSBURG PA 17055
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- "~~"''„''~ ^`-.N~OY~CE-.OF INHERITANCE TAX
-' APpRAISEMI=NT~'ALLOWANCE OR DISALLOWANCE
~`,- OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (D6-05)
DATE 11-24-2008
ESTATE OF HEENAN MILDRED R
DATE OF DEATH 02-23-2008
FILE NUMBER 21 OS-0242
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-23-2009
(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 ALOING THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
REV-154'7 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE iDF HEENAN MILDRED R FILE N0. 21 OS-0242 ACN 101 DATE 11-24-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISIED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Fteal Estate (Schedule A) (1) 168,677.20 NOTE: To insure proper
2. socks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. (:losely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Flortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. (:ash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 71 , 048.71
6. .Jointly Owned Property (Schedule F) (6) 6, 930 .58
7. lfransfers (Schedule G) (7) .00
8. Total Assets Cg) 246,656.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
20,442 .74
9. F=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.565 .06
11. Total Deductions C11) ?3.007.80
12. Net Value of Tax Return (12)
223,648.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14)
223,648.69
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:
15. Amount of Line 14 at Spousal rate C15) •0 0 X 00 = .00
16. ~4mount of Line 14 taxable at Lineal/Class A rate C16) 223,648.69 X 045 = 10,064.19
17. ~4mount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. ~4mount of Line 14 taxable at Collateral/Class B rate (18) •0 0 X 15 _ .00
19. Principal Tax Due C19)= 10,064.19
TAY f DCTTTC.
PAYMENT
DATIE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-16-2008 CD009734~ 503.21 10,260.00
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TOTAL TAX CREDIT 10,763.21
BALANCE OF TAX DUE 699.02CR
INTEREST AND PEN. .00
TOTAL DUE 699.02CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU