HomeMy WebLinkAbout04-30-10NOTICE OF INHERITANCE TAX pennsy van~a ~
APPRAI~S~I~I~~!1'~'R' EC~~:, ~E OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - -~~
INHERITANCE TAX DIVISION OF I~~~DI1CTIaNS [~,t~~,,-ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ~ ~-~~ u ~-.~ 1 _
HARRISBURG PA 17128-0601
Z~~Q~~' 3~ ~~ f~; ~~ATE 04-26-2010
STATE OF SCHOCK BARBARA M
,~~' ~~,~ DATE OF DEATH 07-04-2009
~~-`-' •r( N~ FILE NUMBER 21 09-0689
QE~`si"~"~r~`~ ~ `-"~~j?T COUNTY CUMBERLAND
JOHN W CARTER ESQ {-='~ - '~~~-_~ ~.~_,, ~',,~, ACN 101
KNIGHT B ASSOCS APPEAL DATE: 06-25-2010
11 ROADWAY DR STE B (See reverse side under Objections)
CARLISLE PA 17015 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: SCHOCK BARBARA MFILE N0.:21 09-0689 ACN: 101 DATE: 04-26-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 14, 961 .54 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 74,546.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 77, 730.00
8. Total Assets cs) 167 , 237 .54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 15,04 3.3 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,3 21.68
11. Total Deductions C11) 18,364.98
12. Net Value of Tax Return C12) 148,872.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 148,872.56
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 (15) 148,872.56 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 0 4 5 = .0 0
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 C19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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.
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