HomeMy WebLinkAbout03-12-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
BRUCE W SHELLY
51 LONGWOOD DR
MECHANICSBURG
NOTICE OF INHERITANCE TAX
4'~/I(~ i~~ LOWANCE OR DISALLOWANCE
-.-QF ~DU~±T~id~QL#IS AND ASSESSMENT OF TAX REY-1547 EX AFP az-o9)
(-[ _i
Z~~OM~~ ~~ ~~ ~; ~~ DATE 03-08-2010
ESTATE OF SHELLY BETTY J
CLE~~ O~ DATE OF DEATH 01-04-2009
nDP~,~ ~~~~ FILE NUMBER 21 09-0392
JR CUM~~R~~~~D ~'O„ PA ACNNTY lO1BERLAND
APPEAL DATE: 05-07-2010
P A 17 0 5 0 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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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: SHELLY BETTY JFILE N0.:21 09-0392 ACN: 101 DATE: 03-08-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 4,300.00 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) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4,919.98
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets CS) 9,219.98
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) .00
12. Net Value of Tax Return (12) 9,219.98
13. Charitable/Governmental Bequests; Non-sleeted 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 9,219.98
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
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 (-)
09-11-2009 CD011737 .DO
C15) .00 X
(16) 9.219.88 X
C17) .00 X
(lE) .00 X
AMOUNT PAID
Pennsylvania ~
DEPARTMENT OF REVENUE
00 = .00
045 = 414.89
12 = .00
15 = .00
(193= 414.85
TOTAL TAX PAYMENT 414.85
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. D ~"~