HomeMy WebLinkAbout04-05-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISE-MINT,;-74L-i,~:Q~fI~IV~ OR DISALLOWANCE
OF D~DUCT.I„~~S~~ANIa, ~~SSESSMENT OF TAX
CHARLES E SHIELDS III
6 CLOUSER RD
°~~~~ ~~ ~~ ~ ~•EST~ATE OF
DATE OF DEATH
~~ ~.~~ ~'~ ,..FILE NUMBER
Q~~i-sit,;-`~; r~t~~~~,? LINTY
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MECHANICSBURG PA 17055-9735
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
03-29-2010
BAILEY CAROL K
12-15-2008
21 08-1281
CUMBERLAND
101
APPEAL DATE: 05-28-2010
(See reverse side under Objections)
Amount Remitted -1
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE __'~-~ - R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAILEY CAROL KFILE N0.:21 08-1281 ACN: 101 _______________
OR
DATE: 03-29-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 360,700.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 242, 957.89 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15,256.75
6. Jointly Owned Property (Schedule F) (6) 13,478.29
7. Transfers (Schedule G) C7) 26, 111.33
8. Total Assets cs) 658 , 504 .26
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 30.9 8 0.4 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5 2 8.14
11. Total Deductions C11) 31,508.56
12. Net Value of Tax Return C12) 626, 995.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 626, 995.70
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of line 14 taxable at Lineal/Class A rate C16) 6?6.99.70 x 045 = 28,214.81
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 28,214.81
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-11-2009 CD010988 1,080.00 20,520.00
09-24-2009 CD011794 8.16- 6,623.87
TOTAL TAX PAYMENT 28,215.71
BALANCE OF TAX DUE .90CR
INTEREST AND PEN. .00
TOTAL DUE .90CR
* 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.
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