HomeMy WebLinkAbout03-12-10__ _ _ __, NOIICE.,,QF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEM~N,'~t",UXLLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF. 'DEDUC.~I~$ AND ASSESSMENT OF TAX
PO BOX 280601 `
HARRISBURG PA 17128-0601
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PAUL BRADFORD ORR ~'~~~~~~ a.Ati'_~~ i
P ORR LAW OFFICE
50 E HIGH ST
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 03-15-2010
ESTATE OF SHUEY MARCELLA A
DATE OF DEATH 11-26-2008
FILE NUMBER 21 09-0105
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-14-2010
(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 C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHUEY MARCELLA AFILE N0.:21 09-0105 ACN: 101 DATE. n;-t~_~nin
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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) I2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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 (Schedule E) (5) 41,779.16
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
s. Total Assets c8) 41 779.16
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 9.47 8
10. Debts/Mortgage liabilities/Liens (Schedule I) (10) 803.21
11. Total Deductions C11) 10,275.49
12. Net Value of Tax Return C12) 31,503.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 31,503.67
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 00 - .00
c16) 37 .503.67 x 045 = 1,417.67
c17) .00 x 12 = .00
cla) .00 x 15 = .00
C19)= 1,417.67
rArmtni RECEIPT DISCOUNT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-09-2009 CD011724 2.72- 1.480.75 1
TOTAL TAX PAYMENT 1,478.03
BALANCE OF TAX DUE 60.36CR
INTEREST AND PEN. .00
TOTAL DUE ~ 60.36CR I%~,
* 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.
REV-1470 EX (01-10)
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~ pennsy van~a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
A PA 171 S- 601
DECEDENT'S NAME FILE NUMBER
Marcella A. Shuey 2109-0105
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
E I 1 I The value of the jointly held assets is being stricken from the assessment of this return
since they were previously assessed on 05/18/2009 under ACN 09113133.
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