HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,.. ,..,,NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ pPP~t~L'fS~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ; OF ~DEDL•CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ i l' -', `,,, , , ,
HARRISBURG PA 17128-0601
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ORPI~f'S CURT
CHARLES E SHIELD~,j'~r^!;'i~~C; ;`L , PA.
6 CLOUSER RD
MECHANICSBURG PA 17055-9735
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --~ 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 DETWEILER ELIZABETH W FILE N0. 21 08-0571 ACN 101 DATE 06-22-2009
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
C1) 219,900.00 NOTE: To insure proper
C2)
(3) 880.494.36
.00 credit to your account,
submit the upper portion
of this form with your
~y) .00 tax payment.
c5) 606.903.55
c6) .00
C7) 336.96
C8) 1,707,634.87
113,273.58
C9)
clo) 8,116.58
(11) 91 .390.16
c12) 1,586,244.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
C13) • 00
c14) 1,586,244.71
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
C19)_ 237,936.71
awn VRCLlIJ'
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-18-2008 CD010035 9,000.00 171,000.00
07-21-2008 CD010060 2,250.00 42,750.00
01-22-2009 CD010800 .00 12,936.71
REV-1547 EX AFP (01-09)
DATE 06-22-2009
ESTATE OF DETWEILER ELIZABETH W
DATE OF DEATH 04-30-2008
FILE NUMBER 21 08-0571
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-21-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
c15) • 00 X 00 = . 00
C16) .00 X 045 _ . 00
cln • 00 X 12 .00
C18) 1,586,244.71 x 15 237,936.71
TOTAL TAX CREDIT 237,936./1
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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.)