HomeMy WebLinkAbout03-05-10r~,Q ~,, Q~.T Q~ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~pr-~~~~$~M&~A13LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~.;A~1G~~'b~' AND ASSESSMENT DF TAX
PO BOX 280601 ' ~`-~'"~`' ~ "
NARRISBURG PA 17128-0601
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GERALD J SHEKLETSKI ~'i~r~~~~~1_'1`'[1 i"'~ " ~'~'
414 BRIDGE ST
PO BOX E
NEW CUMBERLAND PA 17070
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 03-01-2010
ESTATE OF SPENCER DORIS A
DATE OF DEATH 06-02-2009
FILE NUMBER 21 09-0577
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-30-2010
(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
----------------------------------------------------------- RECORDS ~
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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: SPENCER DORIS AFILE N0.:21 09-0577 ACN: 101 DATE: 03-01-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
0 0 submit the upper portion
3. Closely Held StocklPartnership Interest (Schedule C) C3) . of this form with your
4. MortgagestNotes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank DepositslMisc. Personal Property (Schedule E) C5) 4,b7 6.9 6
6. Jointly Owned Property (Schedule F) (6) 64,352.06
7. Transfers (Schedule G) C7) 10,959.51
s. Total assets ca) 79 , 988.53
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 10.473.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 10,473.67
12. Net Value of Tax Return C12) 69,514.86
13. CharitablelGovernmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13] .00
14. Net Value of Estate Subject to Tax C14) 69,514.86
NOTE: If an assessment was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) • 00 X
C16) 6 9.514.86 X
(17) . 00 X
c1B) • 00 x
00 = .00
045 = 3,128.17
12 = .00
15 = .00
C19)= 3,128.17
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
OS-28-2009 CD011680 156.41 2,971.76
TOTAL TAX PAYMENT 3,128.17
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ 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.