HomeMy WebLinkAbout07-06-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPO , , ~OASSESS ENT OF WTAX E
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CHARLES E SHIELDS
6 CLOUSER RD
MECHANICSBURG
CLARK QF'
QRPMA#~'S COl1RT
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PA 17055-9735
per~r~sylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
~``DATE 06-28-2010
I '~€STATE OF KERLIN JOHN R
DATE OF DEATH 05-28-2009
FILE NUMBER 21 09-0543
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-27-2010
(See reverse side under Ob}ections
Amount Reed#ted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHf3USE SQUARE
CARLISLE PA 17013
CUT ALOMC THIS LINE ~*- R_ETAIN LOWER PORTION FOR YOU RECORDS
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REV-1547 EX AFP C12-49) NOTICE OF INHERITANCE TAX APPRAISE~lENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KERLIN JOHN RFILE N0.:21 09-043 ACN: 101 DATE: 06-28-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
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APPRAISED VALUE OF RETURN BASED ONs ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your adcount,
DO submit the upper 'portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) t4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 34, 601.33
6. Jointly Owned Property (Schedule F) Cb) .0 0
7. Transfers (Schedule G) C7) 4, 757.90
8. Total assets C8) ~9 ,_9.213
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 3.52 ~,$,~
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)__, 13 8.6 4
11. Total Deductions C11) 3,668.417_
12.
Net Value of Tax Return
C 12) 35, 69D 7~6
__.....__~.~
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0
14. Net Value of Estate Sub3ect to Tax C14) 35, 69-~
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the to#al of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 .01 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16)__; _~ 0 x 0 4 5 = .01 0
17. Amount of Line 14 at Sibling rate C17) 35. 6~fl _ 76 X 12 s 4, 282. 8~ 9
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 = .01 0
19. Principal Tax Due C19)a 4,282.8~I 9
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
OS-21-2009 CD011652 132.00 2,508.00
04-01-2010 CD012567 5.78- 1,658.44
TOTAL TAX PAYMENT 4,292.bb
BALANCE OF TAX DUE 9.7TCR
INTEREST AND PEN. .0
TOTAL DUE 9.77~CR
* 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.