HomeMy WebLinkAbout08-13-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAI~~E-M~N~,,r•, A_L-Lp~/4NCE OR DISALLOWANCE
OF D~bUCTI~dNS kMb ~~kSSESSMENT OF TAX
CHARLES E SHIELDS III
6 CLOUSER RD
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c5) 24 , 553.25
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c7) 949,311.01
MECHANICSBURG PA 17055-9735
APPEAL DATE: 10-0~8-2010
(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 (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT: ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAUDOUX JOANN HFILE N0.:21 09-0879 ACN: 101 DATE: 08-09-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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)
pennsylvan~a ~ v-.
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.
c8) _ 973,864.26
c9) 6 , 187.75
clo) 2,225.58
11. Total Deductions tll) _ 8,413.33
12. Net Value of Tax Return t12) _ 965,450.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0
14 Net Value of Estate Subject to Tax (14) 965,450.93
.
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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 ~ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 96S .450 _ 93 X 045 ~- 43, 445.29
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 C19)~ 43,445.29
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-02-2009 CD011935 2,100.00 39,900.00
05-25-2010 CD012799 .00 1,445.29
05-25-2010 CD012800 3.34- 3.34
08-02-2010 SBADJUST .00 .16
;+?,-, DATE 08-09-2010
~~, t ~ ~ u ~ ~ ~~~~ ~ ~ ~ J :STATE OF BAUDOUX JOANN H
_ DATE OF DEATH 08-03-2009
~~ ~-~~-~ i~'` FILE NUMBER 21 09-0879
n~fW:;..' ~'' `-~ ~ '~ ~' ~,;,~- COUNTY CUMBERLAND
'~~. ~ ^.a ACN 101
TOTAL TAX PAYMENT 43,445.29
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.
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