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HomeMy WebLinkAbout05-21-10t-,,-~-,~-,.-.r,-~0,~,.~.C.~~.-0 p„ INHERITANCE TAX pennsy van~a ~ BUREAU OF INDIVIDUAL TAXES I~PRItA~I.S~M'ENT!,.~~:, ~LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION `""~ ,, . UCT ©N~ AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09) PO BOX 280601 ~~ ~'~~~~~~ ~~ ` ° "~ HARRISBURG PA 17128-0601 ~~~~ ~~~ ~ ~ ~~ ~~: O7 DATE 05-17-2010 ESTATE OF SHEARER ELIZABETH A CLE~~ ~F DATE OF DEATH 10-07-2009 OR~7H,~~,~'~ ~(~~~~~ FiLE NUMBER 21 09-0969 (r~~,;"~F-~' :^;°,~~ ;~~,~~'; ~~. COUNTY CUMBERLAND ROBERT R BLACK - ACN 101 LANDIS 8~ BLACK APPEAL DATE: 07-16-2010 3 6 S H A N O V E R S T (See reverse side under Objections ) CARLISLE PA 17013 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 ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: SHEARER ELIZABETH AFILE N0.:21 09-0969 ACN: 101 DATE: 05-17-2010 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 87, 775.95 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 57, 700.71 credit to your account, .0 0 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) 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) 41,779.73 6. Jointly Owned Property (Schedule F) C6) .0 0 7. Transfers (Schedule G) C7) 190, 087.35 8. Total Assets C8) 377 , 343.80 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 18,814.6 2 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8 8 2.7 8 11 . Total Deductions C11) 19, 697.40 12. Net Value of Tax Return C12) 357, 646.40 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 357, 646.40 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 C15) .0 0 X 0 0 - .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 357 .646 .40 x 045 = 16, 094.09 17. Amount of Lfne 14 at Sibling rate C17) .0 D X 12 - .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0 19. Principal Tax Due C19)= 16, 094.09 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 12-21-2009 CD012126 526.32 10,000.00 01-11-2010 CD012214 .00 819.33 PAYMENT MUST BE MADE BY 07-07-2010*. TOTAL TAX PAYMENT 11,345.65 BALANCE OF TAX DUE 4,748.44 INTEREST AND PEN. .00 TOTAL DUE 4,748.44 * 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.f 1.~~1 REV-1470 EX (01-10) M, ~w ~ ~ ~ enns lvania p Y DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 DECEDENTS NAME INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER Elizabeth A. Shearer 2109-0969 REVIEWED BY ACN Anita McCully 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES G 1 Annuities are fully taxable with no exclusion. Row Page 1