HomeMy WebLinkAbout09-10-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - -,{r~"~i ~~~~i~~~- ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION +~- O'F' '`D~I9~11~C 1'10NS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 'T' ~_ ~ '~~`~~ ~ =-~' ,~ ° ~ ` '
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 09-06-2010
ESTATE OF SHIRK GILBERT K
DATE OF DEATH 01-08-2010
FILE NUMBER 21 10-0344
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-05-2010
(See reverse side under Objections
Amount Remitted ~- i~
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 F-- _
REV-1547 EX AFP-C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHIRK GILBERT KFILE N0.:21 10-0344 ACN: 101 ____ _________
OR- -
DATE: 09-06-2010
TAX RETURN WAS: t X) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) t2) .0 0 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest tSchedule C) (3) . of this form with your
4. Mortgages/Notes Receivable tSchedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) t5) .0 0
6. Jointly Owned Property (Schedule F) t6) 19,271.80
7. Transfers (Schedule G) t7) 52, 248.86
8. Total Assets t8) 71 , 520 . 6b
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H) t9) 3,5 8 0.9 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) t10) 6,4 2 4.0 9
11. Total Deductions tll) 10,004.99
(12) 61 , 515 . b7
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) t13) .0 0
14. Net Value of Estate Subject to Tax t 14) 61 , 515.67
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 t15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 61 . ~] 5 _ 67 x 045 = 2, 768 .21
17. Amount of Line 14 at Sibling rate t17) _ 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate t18) .0 0 X 15 = .0 0
19. Principal Tax Due t19)= 2,768.21
TAX CRFDITS~
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID t-) AMOUNT PAID
04-01-2010 CD012558 138.41 3,700.00
TOTAL TAX PAYMENT 3,838.41
BALANCE OF TAX DUE 1,070.20CR
INTEREST AND PEN. .00
TOTAL DUE 1,070.20CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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