HomeMy WebLinkAbout03-05-10_ . N~?ZICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ A`~PPRAI:SiEM~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX Drv1S1aN A~ tilElYiJCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '. _ ~ ~~- ~~
HARRISBURG PA 17128-0601
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ANDREW C SHEEL'P AfTY
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055
(15) .00 X
C16) 16 8,538.11 X
(17) .00 X
(18) .00 )(
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR
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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: GETTYS JOYCE EFILE N0.:21 09-0473 ACN: 101 DATE: 02-23-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) 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)
123.92
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) 28,592.50
6. Jointly Owned Property (Schedule F) (6) 149,286.04
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 178,002.46
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7.008.4 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,455.90
11. Total Deductions C11) 9,464.35
12. Net Value of Tax Return (12) 168,538.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax C14) 168,538.11
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
DATE 02-23-2010
ESTATE OF GETTYS JOYCE E
DATE OF DEATH 05-17-2009
FILE NUMBER 21 09-0473
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-24-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
08-11-2009 CD011601 379.21
AMOUNT PAID
Pennsylvania „i,,
DEPARTMENT OF REVENUE ~~
REV-1547 EX AFP (12-09)
00 = .00
045 = 7,584.21
12 = .00
15 = .00
(19)= 7,584.21
7,205.50
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
7,584.71
.50CR
.00
.50CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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