HomeMy WebLinkAbout01-02-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ~r A,pp.RAISE;I4ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - OF--DE131TC~IONS AND ASSESSMENT OF TAX
PO BOX 2B06~D1 ..: ~ ' _ ~.
HARRISBURG PA 17128-0601 ~~ - •- -- ~ - ~ ~ -'• !_.
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THOMAS W SHIELDS ~ ~ I
FULTON FNNCL ADVISORS
PO BOX 3215
LANCASTER PA 17604
REV-1547 EX AFP (12-OB)
DATE 12-22-2008
ESTATE OF RILEY JANE F
DATE OF DEATH 12-18-2007
FILE NUMBER 21 08-0295
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-20-2009
(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 !-~ --- --------------
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REV-154'7 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE DF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE IDF RILEY JANE F FILE N0. 21 08-0295 ACN 101 DATE 12-22-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Fteal Estate (Schedule A) C1) .00 NOTE: To insure proper
2. '.>tocks and Bonds (Schedule B) C2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Flortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 816.00
6. .Jointly Owned Property (Schedule F) (6) .00
7. lfransfers (Schedule G) (7) 931,853.34
8. Total Assets fig) 932, 669.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
19,911.97
9. f=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.780.04
11. Total Deductions (11) 22.692.01
12. Net Value of Tax Return C12) 909,977.33
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule J) C13) 58 3,388.30
14. Net Value of Estate Subject to Tax C14)
326,589.03
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:
15. Amount of Line 14 at Spousal rate (15) • 00 X 00 = .00
16. ~4mount of Line 14 taxable at Lineal/Class A rate C16) . 00 X 045 = . 00
17. ~4mount of Line 14 at Sibling rate C17) 321,589.03 X 12 = 38,590.68
18. ~4mount of Line 14 taxable at Collateral/Class B rate (18) 5,000.00 X 15 = 750.00
19. Principal Tax Due (19)= 39,340.68
TAY (`D (TIT TC.
PAYMENT
DATIE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-14-2008 CD009418 1,945.50 36,964.50
08-29-2008 CD010212 .00 430.68
09-26-2008 CD010333 .00 170.50
12-15-2008 SBADJUST .00 .26
TOTAL TAX CREDIT 39,511.44
BALANCE OF TAX DUE 170.76CR
INTEREST AND PEN. .00
TOTAL DUE 170.76CR
* IF PAI'.D AFTER DATE INDICATED, SEE REVERSE C 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
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