HomeMy WebLinkAbout09-03-10._ ,
BUREAU OF INDIVIDUAL TA~.ES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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~:~ NOTICE OF INHERITANCE TAX
APF~.RATSEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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ANDREW C SHEELY ESQ
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055
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p~nnsylvania 1, ~ ~ ~~
C+EPARTMENT OF REVENUE
RIEV-1547 EX AFP (12-09)
DATE 08-30-2010
ESTATE OF BAGSHAW FRANK S
DATE OF DEATH 04-03-2010
FILE NUMBER 21 10-0479
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-29-2010
(See reverse side under Ol jections )
Amount Remitted
MAKE CHECK PAYABLE AND RE=MIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -°~ __RETAIN LOWER PORTION FOR YOUR RECORDS 4--
------------------------ -------------------------------------------
REY-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAGSHAW FRANK SFILE N0.:21 10-0479 ACN: 101 ______________
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OR
DATE: 08-30-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper
. 0 0 credit to your account,
2. Stocks and Bonds (Schedule B) C2} . submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 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) C5) 24, 758.71
6. Jointly Owned Property (Schedule F) (6) .0 0
C7} 513, 891.13
7. Transfers (Schedule G)
C8) 538 , 649.84
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg} 10.9 6 4.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10} 2,0 8 0.6 0
C11) 13, 045.28
11. Total Deductions 604.56
525
12. Net Value of Tax Return (12) ,
0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .
14. Net Value of Estate Subject to lax C14) _„ 525, 604.56
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:
0 0
0 0
= .0 0
15. Amount of Line 14 at Spousal rate C15) .
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 5?5 .604.5b x 045 = 23,652.21
17. Amount of Line 14 at Sibling rate (17) _0 ~ X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
t19 }= 23,652.21
19.
r e v r o Principal Tax Due
r n T T C.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+}
INTEREST/PEN PAID C-) AMOUNT PAID
06-25-2010 CD012988 1,182.61 22,469.59
08-23-2010 SBADJUST .00 .O1
TOTAL TAX PAYMENT 23,652.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. .QO
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 ADDITIDNAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~f1~,~
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