HomeMy WebLinkAbout08-14-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'~ i '.` ' ,-N~O~TI~ ..A~ INHERITANCE TAX
- AP'-PRAY$FPubENT, ./#LLOWANCE OR DISALLOWANCE
=, - ~F..D~D.UGTIONS AND ASSESSMENT OF TAX
~~ER~ ~,~
o~~~~~~s ~~u~~
CHARLES E SHIELDS II~~~~~~'~ :f'i~,fi~~ ~~,, ~jA,
6 CLOUSER RD
MECHANICSBURG PA 17055
DATE 08-10-2009
ESTATE OF BALL MARY E
DATE OF DEATH 09-17-2008
FILE NUMBER 21 08-1067
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-09-2009
(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 BALL MARY E FILE N0. 21 08-1067 ACN 101 DATE 08-10-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 3, 886.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
2,537 .50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 92.561 .49
11. Total Deductions C11) 95.098.99
12. Net Value of Tax Return C12) 91, 212.50 -
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C 14) 91 , 212 . 50 -
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) .0 0 X 0 0 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate C17) 1 , 348.99 X 12 _ 161.88
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .0 0
19. Principal Tax Due C19)= 161.88
TAY /`DCTITTC.
....
A NT
DATE
RECEIP
NUMBER
D SCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-20-2009 CD011023 .00 161.88
TOTAL TAX CREDIT 161.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DJE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
cl) .00
c2) .00
c3) .00
c4) .00
c5) 1 , 595.05
c6) 2, 291.44
cn .00
REV-1547 EX AFP CO1-09)
C IF TOTAL DUE IS LESS THAN S1, 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.)