HomeMy WebLinkAbout11-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
~0 BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
-~ _ ,,, OF. IaEDUCTIONS AND ASSESSMENT OF TAX
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CHARLES E SHIELD~~_hII ' ~'
6 CLOUSER ROAD
MECHANICSBURG PA 17055-9735
REV-1547 EX AFP (01-09)
DATE 11-16-2009
ESTATE OF LONG VEDA I
DATE OF DEATH 02-12-2007
FILE NUMBER 21 07-0188
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-15-2010
(See reverse side under Ohjections)
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 CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LONG VEDA I FILE N0. 21 07-0188 ACN 101 DATE 11-16-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 5, 914.7 2 credit to your account,
00 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) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 15, 361.9 3
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets Ig) 21 , 276.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
998.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 998.00
12. Net Value of Tax Return C12) 20,278.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14)
187,667.19
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 I15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 187,667.19 X 045 = 8,445.02
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 c19)= 8,445.02
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-08-2008 CD010238 .00 7,971.76
12-19-2008 CD010673 .00 6.00
05-04-2009 CD011186 517.51- 1,001.88
TOTAL TAX CREDIT 8,462.13
BALANCE OF TAX DUE 17.11CR
INTEREST AND PEN. .00
TOTAL DUE 17.11CR
IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. n
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE '_'1,7,f'~iJ
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~