HomeMy WebLinkAbout06-18-10 (2)1
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`` ~~yOF INHERITANCE TAX
BUREAU of INDIVIDUAL TAXES '~1bPRAISti~i ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIV1sIa+ OF DEDUCT ONrS ,AND ASSESSMENT OF TAX
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CH#RLES E SHIELDS III
6 CLflUSER RD
MECHANICSBURG PA 17055-9735
penr!~sylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 06-14-2010
ESTATE OF DETWEILER ELIZABETH W
DATE OF DEATH 04-30-2008
FILE NUMBER 21 08-0571
COUNTY CUMBERLAND
ACN 1D1
APPEAL DATE: 08-13 2010
(See reverse side ender Objee 'ons)
Amount Remitted
MAKE CHECK PAYABLE AND RENT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE ',
CARLISLE PA 17013
CUT ALO?NC THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~ I'
REV-1547 EX AFP E12-99I NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE O~t
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT -0F TAX
ESTATE OFs DETWEILER ELIZABETH WFILE N0.:21 08-0571 ACNs 101 T~ATE: 06-14-2010
TAX RETURN WAS: CEO ACCEPTED AS FILED C ) CHANCED
APPRAISED VALUE OF RETURN BASED ON: SUYPLtMtN1AL RETURN NU. Ul
1. Real Estate (Schedule A) C1) •0 0 N TE: To ensure proper
"F 2. Stacks and Bonds CScfiedule B) (2) , 9. 6
e
edit to your account.
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 s
o bwit the upper portion
this fora with
our
4. Morteapes/Notes Receivable (Schedule D) C4) ~0 ~ t y
x paywent.
5. Casfi/Bank Deposits/Misc. Personal Property CSefiedule E) C5) .OD
6. Jointly Owned Property (Schedule F) C6) •00 'i
7. Transfers (Schedule 6) (7) .00 ~
a. Total Asa.ta ca) 'I 6.579.16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adw. Costs/Misc. Expanses (Schedule H) (g) 2.98 2.35
10. Debts/Nartpape Liabilities/Lions CSchedula I] C10) .00
11. Total Deductions C11)
12. Nat Valw of Tax Return C12)
13. Charitable/6overnwental Bequests; Non-elected 9113 Trusts CSchadul• J) C13)
14. Nat Yalu• of Estate Subject to Tax C14)
2,982.35
3,596.81
NOTE: If an assessment was issued previously, lines 14, 15•and/or 16, 17,
reflect figures that include the total of ALL returns assessed to d
ASSESSMENT OF TAX:
15. Awount of Lina 14 at Spousal rata C15) .00 X 0 0
16. Awount of Lina 14 taxabl• at Lineal/Class A rat. C16) _00 x 045 •_
17. Awount of Line 14 at Sibling rate C17) -DD X 12 °_
le. Awount of Line 14 taxabl• at Collateral/Class B ra ta C18) 1,589,841.52 )( 15
19. Principal Tax Dw (19)s
TAX CREDITS:
. ~'.._'..
DATE -_-" '
NUMBER '"""'""-"' .. "
INTEREST/PEN PAID C-) AMOUNT PAID
07-18-2008 CD010035 9,000.00 171,000.00
07-21-2008 CD010060 2,250.00 42,750.00
01-22-2009 CD010800 .00 12,936.71
03-01-2010 CD012411 .00 539.52
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-02-2010 TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT"
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF TH[S FORM
18 and 19 Still
ite.
,476.23
.00
28.32
28.32
YOU MAY BE DUE
INSTRUCTIONS.