HomeMy WebLinkAbout11-09-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,~" ~ :;- , ~, ~~;~T+,I;CE OF INHERITANCE TAX
~PPRA~~~M,EfdT, ALLOWANCE OR DISALLOWANCE
~'° ~ _.s ~"'!"'~ QB D~'ID1kC~IONS AND ASSESSMENT OF TAX
2~9 ~~ ~-9 PSI ~ ~ ~5
CLERK C~~
CHARLES E SHIELDS 1~'~''~~'~ '''-L ``~' ''° "
6 CLOUSER RD
MECHANICSBURG PA 17055
REV-1547 EX AFP (01-09)
DATE 11-09-2009
ESTATE OF ROBINSON JAMES F
DATE OF DEATH 08-01-2007
FILE NUMBER 21 07-0736
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-08-2010
(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_ALON_G 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 ROBINSON JAMES F FILE N0. 21 07-0736 ACN 101 DATE 11-09-2009
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) C1) 160, 000.00 NOTE: To insure proper
2 Stocks and Bonds (Schedule B) (2) 29, 184.24 credit to your account,
.
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5 8,6 3 9.35
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 276, 068.80
8. Total Assets (g) 523,892.39
APPROVED DEDUCTIONS AND EXEMPTIONS: 36,270.56
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens tSchedule I) C10) 14 , 099.40
11. Total Deductions C11)
50.369.96
473,522.43
12. Net Value of Tax Return C12)
.0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule J) C13)
473,522.43
14. Net Value of Estate Subject to Tax (14)
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) 473, 522.43 X 045 = 21 , 308 .51
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) .0 0 X 1 5 = .0 0
19.
T~V AA Principal Tax Due
r7'.T TA _ C19)= 21 , 308.51
A~M N ~
DATE R CEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-29-2007 CD008885 300.00 5,700.00
10-24-2008 CD010455 502.60- 15,811.11
12-29-2008 CD010702 14.71- 4,962.31
12-29-2008 CD010703 .00 51.14
TOTAL TAX CREDIT 26,307.25
BALANCE OF TAX DUE 4,998.74CR
INTEREST AND PEN. .00
TOTAL DUE 4,998.74CR
* 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~1J
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)