HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ~,NO~~C~ aF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ±~ ApP.RAI$EMENT,,,ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - Q~ DEDUCT.TONS AND ASSESSMENT OF TAX
PO BOX 280601 ,f'~. .. - `"
HARRISBURG F'A 17128-0601 REV-1547 EX AFP (D1-09)
~C~~~~~~ ~$ ~~12; ~~ DATE 09-15-2009
ESTATE OF SHIPP CAROLYN M
~f.r. DATE OF DEATH 07-13-2008
~~~~~~">''' FILE NUMBER 21 08-0916
.'~~~ ~ '~~~" CUMBERLAND
{}r, ~ ~ ,.~ DP COUNTY
DAVID H STONE ESQ r~ I'°,. ', ACN 101
`"~l" APPEAL DATE: 11-14-2009
STONE ETAL
414 B R I D G E S T (See reverse side under Objections
NEW CUMBERLAND PA 17070 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 ~
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REV-1547 EX AFP (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHIPP CAROLYN M FILE N0. 21 08-0916 ACN 101 DATE 09-15-2009
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,~~ credit to your account,
•oo submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 13,956.58
6. Jointly Owned Property (Schedule F) (6) 45, 644.88
7. Transfers (Schedule G) (7) 26,470.76
8. Total Assets (g) 86,072.22
APPROVED DEDUCTIONS AND EXEMPTIONS: 15,636.36
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,269.69
11. Total Deductions (11) 16.906.05
12. Net Value of Tax Return C12) 69, 166.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 69, 166.17
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
(16) 69, 166.17 X 045 _ 3, 112.48
(ln • 00 X 12 .00
(1a) • 00 X 15 . 00
(19)= 3, 112.48
1/1A I.RGLIIJ:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-07-2008 CD010375 155.62 3,800.00
TOTAL TAX CREDIT 3,955.62
BALANCE OF TAX DUE 843.14CR
INTEREST AND PEN. .00
TOTAL DUE 843.14CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ,i~.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE t_...~\1
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) f