HomeMy WebLinkAbout03-31-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BDX 280601
HARRISBURG PA 17128-0601
ANTHONY L DELUCA ESQ
113 FRONT ST
COMMONWEALTH OF PENNSYLVANIA
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---- `'NONCE ~dF'`I~fIERITANCE TAX
AP.PR~A:I•S~MENT,- AikLOWANCE OR DISALLOWANCE
~tlF"IyEDUCT~ONS AND ASSESSMENT OF TAX
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~ REY-1547 EX AFP CO1-09)
D
ATE 03-30-2009
ESTATE OF SHUEY JUDITH J
L~ ~"~'Y-~r DATE OF DEATH 07-26-2008
F
ILE NUMBER
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~~~'~~~-` `~~-~~-~~T 21 08-0809
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C~.J'', ~ - J-' r~'cOUNTY CUMBERLAND
ACN 101
PO BOX 358
BOILING SPRINGS PA 17007
APPEAL DATE: 05-29-2009
(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 _ ~ R_ETA_IN LOWER POR_TION_ 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 SHUEY JUDITH J FILE N0. 21 08-0809 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) 14 3,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) 4 6,8 93.78
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 189,893.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
13,188.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 71_.21_7.25
11. Total Deductions C11) R4.4n~_7r,
12. Net Value of Tax Return (12) 105,488.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 105,488.53
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 0 0 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 105,488.53 X 045 = 4,746.98
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due (19)= 4,746.98
TAY rDCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUN (+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-10-2008 CD010518 .00 4,746.98
TOTAL TAX CREDIT 4,746.98
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 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.)