HomeMy WebLinkAbout05-22-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 288601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
pPPRAISEMENT, ALLOWANCE OR DISALLOWANCE
0~'.DEDUCTIONS AND ASSESSMENT OF TAX
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CHARLES E SHIELD'~~ III `'~`
6 CLOUSER RD
MECHANICSBURG PA 17055-9755
REV-1547 EX AFP CO1-09)
DATE 05••18-2009
ESTATE OF HIGGINS DOROTHY B
DATE OF DEATH 06••22-2008
FILE NUMBER 21 OS-0700
COUNTY CUMBERLAND
ACN lOl.
APPEAL DATE: 07-17-2009
(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 -1 RETAIN LOWER PORTION FOR YOUR RECORDS E- ______________
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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 HIGGINS DOROTHY B FILE N0. 21 08-0700 ACM 101 DATE 05-18-2009
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) 15 9,0 00.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 2,446.92
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 96,751.85
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 26,684.47
8. Total Assets fig) 284,883.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
22,!69.74
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.359.80
11. Total Deductions C11) 24.329.54
12. Net Value of Tax Return C12) 260,553.70
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 260,553.70
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 C16) 260,553.,70 X 045 = 11,724.92
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 _ .0 0
19. Principal Tax Due C19)= 11,724.92
TAY /`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-15-2008 CD010269 472.50 8,977.50
12-24-2008 CD010688 .00 2,274.92
TOTAL TAX CREDIT 11,724.92
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 $1, 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.)