HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
S ~~;~~ry ,T~~ ~ N~f1T OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 11Prpl~'AX~S,EME , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ '' ~
PO BOX 280601 ---. •~ ...."~0'Fi~~AUCT;IONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
~~~9 ~~Z ~ 3 ~~~ 2= ~ Q DATE 03-09-2009
ESTATE OF WILLIS KATHRYN M
(`~ ~: i~~,~ DATE OF DEATH 06-07-2008
~~r~~:t{ . ,~
(~,1F`-,~=~~(tl~,`~ ~ r-r~jni FILE NUMBER 21 08-0647
(`~ ~~ a "!•° ~. n COUNTY CUMBERLAND
CHARLES E SHIELDS I'1't ~- ~ ~~ ACN 101
6 CLOUSER RD APPEAL DATE: 05-08-2009
MECHANICSBURG PA 17055-9735 (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 ~
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILLIS KATHRYN M FILE N0. 21 08-0647 ACN 101 DATE 03-09-2009
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) .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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 16.233.16
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 624, 136.88
8. Total Assets (g) 640,370.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
14,366.50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.557.67
11. Total Deductions (11) 1,.974.17
12. Net Value of Tax Return (12) 624,445.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14)
00
624,445.87
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
16. Amount 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
TAY (`D CTTTC.
(15)
.00 X
(16) 624,445.87 X
C17) • 00 x
C18)
00 X
00 = .00
045_ 28,100.06
12 _ .00
15 = .00
(19)= 28, 100.06
PAYMENT
DATE RECEIPT
NUMBER D SCOUN (+)
INTEREST/PEN PAID (-) AMOUNT PAID
*** SUMMARY 0 ALL 06 PAYMENTS **
11-05-2008 1,350.00 26,750.06
TOTAL TAX CREDIT 28,100.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS .REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)