HomeMy WebLinkAbout03-31-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r - f'";>> `, rT3Q~Cb'~E b~ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~App{}A.~SEM~NT; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '`OF DED,UCffLpNS AND ASSESSMENT OF TAX
PO BOX 280601 ' ~,;,.„ , _
HARRISBURG PA 17128-0601 REY-1547 EX AFP (01-09)
~~(}9 ~~~R 3 ~ p~ ~~: ~ ( DATE 03-30-2009
ESTATE OF SHELTON RUTH H
~CFC'.~ (Jr DATE OF DEATH 02-22-2008
~, ,~ ,,~ ~~~ {T FILE NUMBER 21 08-0206
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Pa COUNTY CUMBERLAND
JAMES D HUGHES ESQ C~,, ,
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- ACN 101
SALZMANN HUGHES APPEAL DATE: 05-29-2009
354 ALEXANDER SPRING (See reverse side under Objections)
CARLISLE PA 17015 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHELTON RUTH H FILE N0. 21 08-0206 ACN 101 DATE 03-30-2009
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) 169,900.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 7$,774,88 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) 173.288.70
6. Jointly Owned Property (Schedule F) (6) 34,8 55.07
7. Transfers (Schedule G) (7) 221,287.57
8. Total Assets (g) 678, 106.22
APPROVED DEDUCTIONS AND EXEMPTIONS:
58,081.15
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.904.29
11. Total Deductions (11) 60.98.44
12. Net Value of Tax Return (12) 617,120.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 20,000.00
14. Net Value of Estate Subject to Tax (14) 597, 120.78
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 C16) 597,120.78 X 045 _ 26,870.44
17. Amount of Line 14 at Sibling rate C17) •00 X 12 _ .00
18. Amount of line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (l9)= 26,870.44
rex rornrTC.
PAYMENT
DATE RECEIPT
NUMBER ISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-21-2008 CD009763 1,289.47 24,500.00
11-13-2008 CD010521 .00 1,080.97
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 26,870.44
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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C IF TOTAL DUE IS LESS THAN B1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)