HomeMy WebLinkAbout08-20-10
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~•- -; °,- -~:~- NOTICE OF INHERITANCE TAX
~'° ~ '!l'P~AISEMENT, ALLOWANCE OR DISALLOWANCE
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DEF'ARTMENTOFREVENUE _:
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BUREAU OF INDIVIDUAL• T+~X'ES~
INHERITANCE TAX DIVISION;'';;,, ,: ~,-.' ;_'`~ ~' ~, ' ~~
-.. . =.'DF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP C12-09)
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PO BOX 260601
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HARRISBURG PA 17128-060
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DATE 08-16
-2010
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CHARLES E SHIELDS II-I
6 CLOUSER RD
MECHANICSBURG PA 17055-9735
ESTATE OF CARMANY GLADYS
DATE OF DEATH 09-03-2009
FILE NUMBER 21 09-1102
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-15-2010
(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 E- _______________
REV-1547-EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCENOR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CARMANY GLADYS FILE N0.:21 09-1102 ACN: 101 DATE: 08-16-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stack/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)
(1) .00
(2) .00
C3) .00
(4) 7, 193.30
(5) 392.38
Cb) 66,257.18
(7) 430 , 513.99
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8) _ 5D4 , 356 .85
(9), 14 , 982.48
(lo) 753.07
C11) 15,735.55
11. Total Deductions _ 488,621.30
12. Net Value of Tax Return C12) _ 0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .
t t
T (14) 488,621.30
14. ax
o
Net Value of Estate Subjec _
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate Clb) 488.621.30 X 045 = 21 , 987.96
17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
(19)= 21 , 987.96
19. Principal Tax Due
TwY ~`DC1'1TTC .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-24-2009 CD012035 1,080.00 20,520.00
06-01-2010 CD012836 .00 387.96
TOTAL TAX PAYMENT 21,987.96
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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