HomeMy WebLinkAbout03-20-09BURS:AU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
THERESA L SHADEWIX
4705 DUKE STREET
HARRISBURG PA 17109
REGISTER OF WILLS
CUMBERLAND GO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, .ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JOYCE GERALDINE L FILE N0. 21 07-1095 ACN 101 DATE 03-16-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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) 29 , 299 .50
credit to your account,
375
00
38 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
, of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 55,74 0.84
6. Jointly Owned Property (Schedule F) C6) 15,64 0.41
7. Transfers (Schedule G) (7) 333, 557.87
e. Total Assets cB) 472,613.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
19,881.23
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8.704.74
11 . Total Deductions C11) 28 • 585 _ 97
444 027 65
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,I) (13) .00
14. Net Value of Estate Subject to Tax C14) 444, 027.65
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. Amount of Line 14 taxable at Lineal/Class A rate C16) 444,027.65 X 045 = 19,981.24
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due C19)= 19,981.24
TAY CRFi1TTSr
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-05-2008 CD009373 .00 23,000.00
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-NOT,L~€ .l~F _INHERITANCE TAX
APPR~Ad'SEMEN'T,, iAdLO[JAKCE OR DISALLDWANCE
OF' 15ED11CTIONS- AND ASSESSMENT OF TAX
-" ' `~'' ~- --. REV-1547 EX AFP CO1-09)
~~09~~RZO P~12,D~AQTE 03-16-2009
~sTATE OF JOYCE GERALDINE L
DATE OF DEATH 11-12-2007
C~ERK~~F FILE NUMBER 21 07-1095
~~P~~S COURT COUNTY CUMBERLAND
CUME~RL.~,~~;~ CO., PAACN 101
APPEAL DATE: 05-15-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 23,000.00
BALANCE OF TAX DUE 3,018.76CR
INTEREST AND PEN. .00
TOTAL DUE 3,018.76CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 8~1, NO PAYMENT IS REQUIRED.
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.)
REV-1470 EX (688) ~
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
JOYCE, GERALDtNE L 2107-1095
REVIEWED BY ACN
Bryan Rondon 101
SCHEDULE
A
EXPLANATION OF CHANGES
Suspended.
Once house is sold it is required to file a Supplemental Return reporting the final
settlement.
1.
H 9 thru
29
H 33.
H
Disallowed.
Decedent's children are responsible for these bills since they inherited the house.
Disallowed.
Decedent's children are responsible for these bills since they inherited the house.
Disallowed.
35
thru
76
~ Decedent's children are responsible for these bills since they inherited the house.
Please note, the children were not required to sell the house in order to satisfy the
Decedent's debts nor was directed by the Decedent in her will to sell the house;
therefore, these expenses are the children's responsibility and not the estate's.
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