HomeMy WebLinkAbout01-08-10 (2) NOTICE OF INHERITANCE TAX pennsyLvania ~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION t. r f~^?,•~. ~~p~tC~IDN$
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,. AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
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HARRISBURG PA 17128-0601 .,~
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DATE 01-04-2010
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~~~~ JUNE I
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2008
DATE
DEATH O1
OF
C~E~~R ~~ FILE NUMBER 21 08-0141
CHARLES E SHIELDS ~~~~`y CC~~~~~ COUNTY CUMBERLAND
ACN
6 CLOUSER RD ildq~?`"~'L r;;,;!,) !~'1., FA
~~ APPEAL DATE: 03-05-2010
MECHANICSBURG .
PA 17055-9735 (See reverse side under~Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701$
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APP RAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LEHMAN JUNE IFILE N0.:21 08-0141 ACN: 101 DATE: 01-04-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 170,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,QQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •UQ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 17,152.OB
6. Jointly Owned Property (Schedule F) (6) 1,001.73
7. Transfers (Schedule G) (7) .00
8. Total Assets (~e) 188,153.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 50.272.09
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 230.2$
11. Total Deductions (11) 50,502.37
12. Net Value of Tax Return C12) 137, 651 .44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax (14) _ _ 137,651.44
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 (15) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 137.6 .44 x 045 = 6, 194.31
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 1 5 = .00
19. Principal Tax Due (19)= 6, 194.31
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-10-2009 CD011478
12-28-2009 SBADJUST
•o~- 0,4L6.y4
.00 1.19
TOTAL TAX PAYMENT 6,194.31
BALANCE OF TAX DUI,E .00
INTEREST AND PEN,. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
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.-~~\/