HomeMy WebLinkAbout07-16-10~NO~~,~~~ ,_ INHERITANCE TAX pennsylvan~a ~
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ApP~t~~S~dIE~~'j •iA LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES '
INHERITANCE TAX DIVISION ~~F,,,;`,DE;I~1l~T~hk~NS, AND ASSESSMENT OF TAX REV-1547 IX AFP t12-09)
PO BOX 280601 "- `°''" `'`
HARRISBURG PA 17128-0601
~~~~ ~~~ ~ ~j P~ ~~ ~~ DATE 07-13-2010
ESTATE OF SHULER SHIRLEY A
Ci~C~~ ~f DATE OF DEATH 01-30-2010
(~RP~~,~`S ~•~~.~RT FILE NUMBER 21 10 - 0158
RICHARD W STEWART ~~1!t~~~`~'~--~~~'~``~~ ~~ ~ ~~ COUNTY CUMBERLAND
ACN 101
PO BOX 19 APPEAL DATE: 09-11-2010
3 01 MAR K E T S T (See reverse side under Objections )
LEMOYNE PA 17043-0109 Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ -~ R_ETA_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: SHULER SHIRLEY AFILE N0.:21 10-0158 ACN: 101 DATE: 07-13-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 115, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 4 8.6 4
6. Jointly Owned Property (Schedule F) (6) 7,887.51
7. Transfers (Schedule G) (7) 42, 932.68
8. Total Assets (8) 166 , 268 .83
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 13,4 0 3.5 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14,381.65
C 11) 27 , 785.18
11 . Total Deductions (12) 138 , 483.65
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 138,483.65
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.
ASSESS MENT 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 (16) l 38 , 483 _ 65 x 045 = 6 , 231 .76
17. Amount of Line 14 at Sibling rate (17) .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 (19)= 6, 231.76
TAX CR EDITSz
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-26-2010 CD012662 311.59 5:920.17
TOTAL TAX PAYMENT 6,231.76
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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