HomeMy WebLinkAbout12-22-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES _ NOTICE DF INHERITANCE TAX
INHERITANCE TAX DIVISION ~AP.PRAISEMENT, ALLOWANCE OR DISALLOWANCE
Po Box 2BO6o1 OF DEDUCTIONS AND ASSESSMENT Of= TAX
HARRISBURG PA 17128-0601 '"~
REY-1547 EX AFP (06-05)
L~~u~~~.~ ~~ ~~~ f: ~~ DATE 12-15-2008
ESTATE OF LONG VEDA I
DATE OF DEATH 02-12-2007
+ ,. r~-;, ,Y,i. FILE NUMBER 21 07-0188
C+n; ~~ ,r~ ~ COUNTY CUMBERLAND
CHARLES E SHIELDS III ~ ,,`-'r~, ACN 101
6 CLOUSER RD ~"'` APPEAL DATE: 02-13-2009
MECHANICSBURG PA 17055 (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 ---- -~ RETAIN LOWER PORTION FOR YOUR RECORDS E-- _ ____
-------------------- ----------------------- _________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LONG VEDA I FILE N0. 21 07-0188 ACN 101 DATE 12-15-2008
TAX RETURN WAS: C 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) .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) (3) .00 submit the upper portion
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) 14,320.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 171,580.79
e. Total Assets (e) 185, 900.79
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 8,512.25
10. Debts/Mortgage Liabilities/Liens [Schedule I) (10)_ 10,000.00
11. Total Deductions
(11) _ 18.~i19 S
12. Net Value of Tax Return 167
388
54
13. Charitable/Governmental Bequests; Non-elected 9113 Trus (12)
ts (Schedule J) (13) ,
.
.00
14. Net Value of Estate Subject to Tax (lG) 167, 388.54
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16
17
18 and 19
reflect figures that include the total of
ALL ,
,
returns assessed to date will
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) .00
00 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _
X
167,388.54 X 045 _ .
7,532.48
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due
TAX CREDITS: (19)= 7,532.48
DATE NUMBER INTEREST/PEN PAID (-) AMDUNT PAID
09-08-2008 (0010238 439.28- 7,971.76
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-09-2008 TOTAL TAX CREDIT
7,532.48
BALANCE OF TAX DUE .00
INTEREST AND PEN. 6.00
TOTAL DUE 6.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TNCTRIIrT7nuc .
~~