HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL raxES ' APPR~-~,~~MIENT, ALLDWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DF 'DEDUCTIONS AND ASSESSMENT DF TA)C
PO BOX 280601 ,. .. ~, _.
HARRISBURG PA 17128-0601
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ANDREW C SHELLY ~SQ -i=~.
ANDREW C SHEELY ATTY
PO BOX 95
MECHANICSBURG PA 17055
c2) 2,472.75
c3) . DO
c4) .00
cs) 50 , 285.13
c6) 150,789.45
c7) 2, 609.46
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS F- _
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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: RUPP ALYCE RFILE N0.:21 09-0545 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 162;.500.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
L0. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-09)
credit to your account,
submit the upper portion
of this form with your
tax payment.
ca) _ 368.656 79
C9) 8 , 46
clo) 2,261.39
11. Total Deductions
12• Net Value of Tax Return (11) 10,729.66
13. Charitable/Governmental Bequests; Non-elected 9113 T
t C12) 357,927.13
14 rus
s
Net Valu
f (Schedule J)
c13) .00
. e o
Estate Subject to Tax
c14) 357,927.13
NOTE: If an assessment was issued previously, lines 14, 15 and/ar 16
17 18
reflect figures that include the total of ALL ,
,
t and 19 will
ASSESSMENT OF TAX re
urns assessed to d ate.
:
15. Amount of Line 14 at Spousal rate C15) 00
00 =
16. Amount
of
Line 14 taxable at
Lineal/Class A rate
(16) .
X
37 .00
17. Amount
of
Line 14 at Sibling
rate .977
- 1..,~. X 045 =
16, 106.72
18. Amount
of
Line 14 taxable at
Collateral/Class B rate cI7)
C18) • Q~ X 12 =
DO
15 - .00
19. Principal Tax Due X
- .00
TAX CREDITS:
c19)=
16, 106.72
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-13-2009 CD011612 789
47
10-02-2009 CD011827 . 15,000.00
.00 317.27
DATE 0:5-22-2010
ESTATE OF RUPP ALYCE R
DATE OF DEATH Ofi-31-2009
FILE NUMBER 27. 09-0545
COUNTY CUMBERLAND
ACN 1 [I 1
APPEAL DATE: 05-21-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX P~4YMENT 16,106.74
BALANCE OF T'AX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
~ IF
FOR PAID AFTER DATE
CALCULATION OF INDICATED,
ADDITIONAL SEE REVERSE
IN IF TOTAL DUE IS REFLECTED AS ,4 "CREDIT" CCR), YOU MAY BE DUE 1
TEREST.
A REFUND.
SEE
REVERSE SIDE
OF
THIS FORM
FOR INSTRUCTIONS. ,
L -j~~