HomeMy WebLinkAbout03-19-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
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CHARLES E SHIELDSC~~~~ ` r;4i' ~~~• P~•
6 CLOUSER ROAD
MECHANICSBURG PA 17055-9735
NOTICE OF INHERITANCE TAX
a;r `"I~i~i~lA~~~M~Fl'~'~'ALLOWANCE OR DISALLOWANCE
-~EhF pE~~lRT~ONS AND ASSESSMENT OF TAX
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Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 03-15-2010
ESTATE OF SHERIFF STELLA L
DATE OF DEATH 11-16-2008
FILE NUMBER 21 08-1176
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
2010 MAR 19 PM ! ~ 32
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: SHERIFF STELLA LFILE N0.:21 08-1176 ACN: 101 DATE: 03-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 (NOTE: To ensure proper
2 Stooks and Bonds (Schedule B) (2) .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) 665,709.59
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
e. Total Assets (8) 665,709.59
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 4 6.8 82.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10.313.24
11. Total Deductions C11) 57, 196.02
12. Net Value of Tax Return C12) 608,513.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Nat Value of Estate Subject to Tax (14) 608,513.57
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiBUres that include the total of ALL returns assessed to date.
ASSESS MENT 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 C16) 340 .767.60 X 045 = 15, 334.54
17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 267 ,745.97 X 15 = 40,161.89
19. Principal Tax Due (19 )= 55,496.43
TAX CR EDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-12-2009 CD010900 2,508.00 47,652.00
08-18-2009 CD011643 .00 5,336.43
03-08-2010 SBADJUST .00 1.46
TOTAL TAX PAYMENT 55,496.43
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'" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.Q