HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,N•~11tICE~OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,AJ~FRJALSEMENT,+ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 t.~+@~+~p~l+T,IONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 p~}p `~ti REV-1547 EX AFP CO1-09)
2009 J[JL -'6 AM 11= ~~ DATE 06-29-2009
ESTATE OF SHAFFER SHIRLEY B
CORrK ~ DATE OF DEATH 03-07-2008
~J ~~~~ FILE NUMBER 21 08-0263
(y A~~~~j~ ~~ COUNTY CUMBERLAND
RICHARD E CONNELL ES ACN 101
BALL ETAL APPEAL DATE: 08-28-2009
2303 MARKET ST (See reverse side under Objections)
CAMP HILL PA 17011 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 ~
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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 SHAFFER SHIRLEY B FILE N0. 21 08-0263 ACN 101 DATE 06-29-2009
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
cl) 210,000.00
~2) 187 , 683.99
c3) .00
c4) .00
c5) 88,369.97
c6) .00
~7) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~$) 486, 053.96
APPROVED DEDUCTIONS AND EXEMPTIONS: 32,993.66
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 32.993.66
12. Net Value of Tax Return (12) 453, 060.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14 Net Value of Estate Subject to Tax (14) 453, 060.30
.
NOTE: If an assessment was issued previously, l ines 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 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 453,060.30 X 045 = 20,387.71
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 = .00
19. Principal Tax Due (19)= 20,387.71
Twv ro rnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-03-2008 CD009832 894.74 17,000.00
12-03-2008 CD010583 .00 2,492.97
TOTAL TAX CREDIT 20,387.71
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" CCR), YOU MAY BE DUE j
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) L/