HomeMy WebLinkAbout09-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
., ,• +NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `"'''!``.[''~`~f-~; ~i;°~7(~+~~pySEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION . .., OF pEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 t~ ,_„
HARRISBURG PA 17128-0601 .>-`-~V V~
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CHARLES E SHIEL ~ ~~, ~~,
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6 CLOUSER RD
MECHANICSBURG PA 17055-9735
REV-1547 EX AFP (01-09)
DATE 09-07-2009
ESTATE OF EARNER GLENN R
DATE OF DEATH 12-25-2006
FILE NUMBER 21 07y0028
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-06-2009
(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 -~ RETAIN LOWER PORTION 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 EARNER GLENN R FILE N0. 21 07-0028 ACN 101 DATE 09-07-2009
TAX RETURN WAS: (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
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
13.
14
(1) 188,578.80 NOTE: To insure proper
C2) 34,442.40 credit to your account,
.00 submit the upper portion
(3) of this form with your
C4) .00 tax payment.
c5) 6 , 925.00
C6) .00
C7) 12,310.08
c8) 242, 256 .28
26,910.58
C9)
clo) 963.68
C11) 27.874.26
Clz) 214,382.02
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I)
Net Value of Estate Subject to Tax
C13) ' 00
C14) 214,382.02
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
TAY f`DCATTC.
c15) 73,41Fi.27 X 00 = .00
c16) 140,966.75 X 045 = 6,343.50
c17) • 00 X 12 _ . 00
Clg) .00 X 15 _ .00
C19)= 6,343.50
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-25-2007 (0007944 317.18 9,000.00
TOTAL TAX CREDIT 9,317.18
BALANCE OF T'AX DUE 2,973.68CR
INTEREST AND PEN. .00
TOTAL DUE 2,973.68CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN +il, 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.)