HomeMy WebLinkAbout05-28-10NOTIC.~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ';' A;'~~P~~f~`A~r~S~~~N.~; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX Drv1s1oN ~- . , ,~;; ~Of _ DE~?I~CTI ONS AND ASSESSMENT OF TAX
PO BOX 280601 _ _ _ - ~ ~-'
HARRISBURG PA 17128-0601 ~~
~01~ ~Y 28 P~ 1 ~ 18
C~ER~ ~~
pRp}-~~` ~C~t ART
CHARLES E SHIELD~;~G~ur`~~~ ~~~~~~ - pR
6 CLOUSER RD
MECHANICSBURG PA 17055-9735
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-24-2010
ESTATE OF ROBINSON JAMES F
DATE OF DEATH 08-01-2007
FILE NUMBER 21 07-0736
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 RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROBINSON JAMES FFILE N0.:21 07-0736 ACN: 101
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OR
DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) •0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) 5,9 4 4.6 8 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
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) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 5 , 944.68
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 15.00
12. Net Value of Tax Return C12) 5, 929.68
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 479,452.11
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 479 .4~ . 1 1 x 045 = 21 , 575.35
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 C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 21,575.35
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
**~ SUMMARY 0 ALL 07 PAYMENTS ***
05-17-2010 300.00 .00
527.42- 21,802.77
TOTAL TAX PAYMENT 21,575.35
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. ~~~ n