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HomeMy WebLinkAbout06-21-10";`f `~ "~`t ; ~F I NHER I TANCE TAX BUREAU OF INDIVIDUAL TAXES ~ ~., ~~ ~~,ALLOWANCE dR DISALLOWANCE INHERITANCE TAX DIVISION '~'©`~`-'~~~ Y.dNS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 CHARLES E SHIELDS 6 CLOUSER RD MECHANICSBURG Z~ i ~ JU~12 I P~4 3~ ~4:=~ 1./i ll~~r~ ~I'~~/y~~;j' i t III PA 17055-9735 per~n~ylva~nia DEPARTMENT OF REVENUE REY-1547 EX AFP C12-09) DATE 06-14-2010 ESTATE OF DETWEILER ELIZABETH W DATE OF DEATH 04-30-2008 FILE NUMBER 21 08-0571 COUNTY CUMBERLAND ACN 101 APPEAL DATES 08-13-2010 (See reverse side under Ob}e+~t~ions) Auount Reaitted ~- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LLNE ~! RETAIN LOWER PORTION FDR YOUR RECORDS ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - r --.- - - - -.- s - - - ~ ~ - .. - - - K •r - •' - - - - - REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISENENT, ALL - - - - - - - - - - - - - - - - - - - - -.- - - OWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: DETWEILER ELIZABETH WFILE N0.:21 08-0571 ACNr 101 DATE: 06-14-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) (HANDED APPRAISED VALUE OF RETURN BASED ONs SUPPLEMENTAL RETURN M0. D1 1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper 2. Stocks and Bonds CSchadula B) C2) b,57 9.1 6 crodit to your account, 3. Closely Held Stock/Partnersfiip Interest CSchadula C) C3) .0 0, submit the upper portion of this form with your 4. Mortga8es/Notes Receivable (Schedule D) C4) .0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchadula E) C5) .0 0 6. Jointly Owned Property (Schedule F) C6) .0 0 7. Transfers (Schedule G) C7) .0 0 8. Total Assets C8) 6,5~9~6 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expensos (Schedule H) Cq) 2.98 2.;5 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0 il. Total Deductions Cll) 2,982.35 12. Net Value of Tax Return C12) 3,596.81 13. Charitable/6overnmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 1,589,841.5 MOTE: If sn assess~ent was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19 will reflect figures that include the total of A_LL, 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) _f10 x 0 4 5 ' .0 0 17. Amount of Line 14 at Sibling rate C17) -Q D X 1 2 ~ .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate C18) =,r5; 9,841.52 X 15 ~ 25,476.23 19. Principal Tax Due C19)a 238,476.23 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 07-18-2008 CDO100 5 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 13ALAP1(:t DF UNPAID INTEREST/PENALTY AS OF 03-02-2010 TOTAL TAX PAYMENT 238,476.23 BALANCE OF TAX DUE ,00 INTEREST AND PEN. 28.32 TOTAL DUE 28.32 * 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.