HomeMy WebLinkAbout02-16-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL raxES - , .-~pPRRAiSEMSIvIT, ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX nrv1S1oN OF'_DEI~U~TIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ _
HARRISBURG PA 17128-0601 -. - - -' -
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JOSEPH A MACALU~ ~a t.. _ - f, ; ~,,:,_','., P~i
9614 ROWE RUN LODP
SHIPPENSBURG PA 17257
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 02-08-2010
ESTATE OF SHENK STANLEY J
DATE OF DEATH 09-02-2008
FILE NUMBER 21 08-0913
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-09-2010
(See reverse side under Objections)
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 (12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: SHENK STANLEY JFILE N0.:21 08-0913 ACN: 101 DATE: 02-08-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
400,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 52,283.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 452,283.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 42.908.80
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 47,382.55
11. Total Deductions C11) 90,291.35
12. Net Value of Tax Return (12) 361 , 991.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .00
14. Net Value of Estate Subject to Tax (14) 361 , 991.65
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate C17) 361 .991.65 X 12 = 43,439.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 43,439.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-01-2009 CD011306 .00 43,250.00
08-13-2009 CD011621 1.86- 190.89
TOTAL TAX PAYMENT 43,439.03
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE ~ .03CRI{
* 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.