HomeMy WebLinkAbout05-28-10,~-, ~ ;~ ~~1+~.0'CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRA`lS~~N{E~I~T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,. ~ '. QF'~;"D~DI~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '- ` ~~
HARRISBURG PA 17128-0601
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49 W ORANGE ST
SHIPPENSBURG PA 17257
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-24-2010
ESTATE OF SHUMAN MABEL M
DATE OF DEATH 02-15-2009
FILE NUMBER 21 09-0201
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-23-2010
(See reverse side under Objections)
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
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX
APPRAISEM -
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ENT, ALLOWANCE --------------
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: SHUMAN MABEL MFILE N0.:21 09-0201 ACN: 101 DATE: 05-24-2010
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) C2) 249,216.91 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) 188, 140.78
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 437 , 357.69
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 12.9 7 9.5 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 12,979.56
12. Net Value of Tax Return C12) 424, 378.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 424, 378.13
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) 424 . 378.13 x 045 = 19, 097.02
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)= 19, 097.02
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-08-2009 CD011093 894.74 17,000.00
01-13-2010 CD012235 9.30- 1,247.02
TOTAL TAX PAYMENT 19,132.46
BALANCE OF TAX DUE 35.44CR
INTEREST AND PEN. .00
TOTAL DUE 35.44CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.