HomeMy WebLinkAbout07-16-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE ,,F INHERITANCE TAX
,{kP'P'F~C~~~~1~-N~~w I~LOWANCE OR DISALLOWANCE
_;' Q~~,~3EDU;C~,~~Qhi'S AND ASSESSMENT OF TAX
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ANDREW C SHEELY ESQ ~„~"~~~l;i~~~"~~ `,s~.,~~1 ,~~~ , ~~ra,
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055
tl) 85, 000.00
c2) 9 , 584.36
t3) .00
t4) .00
c5) 63, 456.66
t6) .00
t7) .00
CUT ALONG THIS LINE _ --- --RETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ __________ ____
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT,-ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROTH LOUISE HFILE N0.:21 09-0742 ACN: 101 DATE: 07-13-2010
TAX RETURN WAS: ()() ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t8) 158, 041.02
t9) 8.117.07
tlo) 3, 005.21
(11) 11,122.28
11. Total Deductions t12) 146, 918.74
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) .0 0
Subject to Tax
t
t
f E
t V
l t14) 146,918.74
14. e
ue o
s
a
Ne
a
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 t15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate t16) 1 46 .918.74 x 045 = 6, bl1 . 34
17. Amount of Line 14 at Sibling rate t17) 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 t19)= 6,611.34
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-21-2009 CD011880 315.79 6,000.00
04-22-2010 CD012643 .00 295.56
DATE 07-13-2010
ESTATE OF ROTH LOUISE H
DATE OF DEATH 07-28-2009
FILE NUMBER 21 09-0742
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-11-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 6,611.35
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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.
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