HomeMy WebLinkAbout12-04-09NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES !"f t , < ~:, ,,,. ~'~'k,~ALLOWANCE OR DISALLOWANCE
INHERITANCE TAx RIVISION n~ ~^ ~1~TgONS AND ASSESSMENT OF TAX
Po Box 2eoeol i~~.~1J f Cr'S~; ,'~~ia.J
HARRISBURG PA 17128-0601
2009 DEC -4 PM 1: 42
C
CHARLES E SHIELDS QO., ~:
6 CLOUSER RD
MECHANICSBURG PA 17055-9735
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C10-09)
DATE 11-30-2009
ESTATE OF NESS LOIS V
DATE OF DEATH 12-25-2008
FILE NUMBER 21 09-0259
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-29-2010
(See reverse side under Objections)
ARaount 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 (10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NESS LOIS VFILE N0.:21 09-0259 ACN: 101 DATE: 11-30-2009
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,OQ credit to your account,
3. Closely Held Stock/Partnership Interest [Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) [4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schsdul• E) (5) 9 09.59
6. Jointly Owned Property (Schedule F) (6) 80.000.0 0
7. Transfers [Schedule 6) (7) .0 0
8. Total Assets (8) 80,909.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 1,8 00.95
10. Debts/Mortgage Lfabflities/Liens (Schedule I) (10) 145,8 0 4.49
11. Total Deductions (11) 147,605.44
12. Nst Value of Tax Return (12) 66,695.85-
13. Charitable/6ovsrnmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 66.69 5.8 ~-
NOTE: If an assesseent was issued previously, lines 14, 15 andior 16, 17 , 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Aeount of Lins 14 at Spousal rats (151 .00 X 00 = .00
16. Aeount of Line 14 taxable at Lineal/Class A rate (16) 79~1OA /4 X 045 ° 3,559.89
17. Aeount of Line 14 at Sibling rate (17) _OD X 12 = .00
18. Aeount of Line 14 taxable at Collateral/Class B rate (181 .00 X 1 5 - .00
19. Principal Tax Dus [19)= 3,559.89
TAX CREDITS:
AMOUNT PAID I
DATE NUMBER INTEREST/PEN PAID (-)
03-16-2009 CD011007 177.99 3,487.50
TOTAL TAX PAYMENT 3 665.49
BALANCE OF TAX DUE 105.60CR
INTEREST AND PEN. .00
TOTAL DUE 105.60CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.