HomeMy WebLinkAbout03-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,_,_ ,. NUF~^CE- OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES App~AI~EM~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF,DEDypTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ , ,
HARRISBURG PA 17128-0601 ~ '~- ~~"~
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NEIL E HENDERSHOT ES~IJIJIC~Fp' j:stJ4~ Cpl}, pA
320 MARKET ST
PO BOX 1268
HARRISBURG PA 17108
REY-1547 EX AFP CO1-09)
DATE 03-16-2009
ESTATE OF SHELLY JANET K
DATE OF DEATH 05-19-2008
FILE NUMBER 21. 08-0604
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-15-2009
(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 ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHELLY JANET K FILE N0. 21 08-0604 ACN 101 DATE 03-16-2009
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
C1) 575, 000.00 NOTE: To insure proper
(2) 2,492 ,867.92 credit to your account,
0 0 submit the upper portion
(3) • of this form with your
C4) .00 tax payment.
c5) 301 , 539.17
(6) 236 ,568.59
(7) .00
(8) 3,605,975.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
92x114 .11
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 34.14 3 .87
11. Total Deductions (11) ) 26 • 2~7 _ 98
12. Net Value of Tax Return C12) 3,479,717.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .1) C13) .00
14. Net Value of Estate Subject to Tax C14) 3,479,717.70
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 C15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 3,479,717.70 X 045 = 156,587.30
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (19)= 156,587.30
TAY /`DCTTTC.
PA MENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-13-2008 (0010125 3,684.21 70,000.00
OS-13-2008 (0010126 3,679.16 69,904.06
INTEREST IS CHARGED THROUGH 03-31-2009 TOTAL TAX CREDIT 147,267.43
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 9,319.87
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 51.07
TOTAL DUE 9,370.94
* IF PAID 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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)