HomeMy WebLinkAbout01-25-10NOTICE OF INHERITANCE TAX pennsy van~a ~
APPR~~'~~~1~T `~+~-~~.~0~,~-NCE ~:OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~_ ~-~
INHERITANCE TAX DIVISION OF >~-EDIJE~~-O_NSr+~/~Ai~D ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 {';~...,'` ~ ~ ..% -- -
HARRISBURG PA 17128-0601
~~~~ ~~~~~ ~.~~ ~~ ~ Z ~ DATE 01-19-2010
ESTATE OF SHATTO LORETTA 0
~_,,, ,,~,~ DATE OF DEATH 02-02-2009
~~-`~~~'~ `--~~ FILE NUMBER 21 09-0127
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t; COUNTY CUMBERLAND
MARIELLE F HAZEN ~~t'~,~j*-,- '_ ~ - `~.~~}~- ~'~~ ACN 101
HAZEN ELDER LAW APPEAL DATE: 03-20-2010
2 0 0 0 L I N G L E S T OW N R D 2 (See reverse side under Objections )
HBG PA 17110 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~-- RETAIN LOWER PORTION FOR YOUR
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: SHATTO LORETTA OFILE N0.:21 09-0127 ACN: 101 DATE: 01-19-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .Q Q credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 2 7,416.7 5 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 16,304.70
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 24,520.00
8. Total Assets c8) 68 , 241 .45
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6.14 7.5 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 31 , 922.38
11. Total Deductions C11) 38, 069.93
12. Net Value of Tax Return C12) 30, 171 .52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 30, 171 .52
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
TAX CREDITS:
c15) .00 x 00 = .00
c16) 30.171 .52 x 045 = 1 , 357.72
c17) . oo x 12 = . 00
c18) .00 x 15 = .00
C19)= 1,357.72
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-31-2009 CD011065 67.89 1,400.00
TOTAL TAX PAYMENT 1,467.89
BALANCE OF TAX DUE 110.17CR
INTEREST AND PEN. .00
TOTAL DUE 110.17CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.