HomeMy WebLinkAbout09-17-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDU~L_~TAX~S~.~` ~ ~•~~F~T+~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '-^ ~ ~ !~, 9F DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 L v ,1 . ~„ ~ ! , ~ ~...
HARRISBURG PA 17128-0601
2Qf~SEP f7 AMfi~ 53
CLERK CF
ORPHAN`S u~JRT
GILBERT ~I'~E~~~~L'i~~J~ PA
1820 HUNTER DR
MECHANICSBURG PA 17050
pennsylvania~'=` ~~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 09-14-2010
ESTATE OF SCHEIBELHUT DOROTHY M
DATE OF DEATH 12-13-2009
FILE NUMBER 21 09-1184
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-13-2010
(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 ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHEIBELHUT DOROTHY MFILE N0.:21 09-1184 ACN: 101 DATE: 09-14-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 14,44 3.37 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4 6,44 3.91
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 66,585.81
8. Total Assets C8) 127.473.09
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 1.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.200.00
11. Total Deductions C11) 14,451.31
12. Net Value of Tax Return C12) 113, 021 .78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 113,021.78
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 C15) .00 X 0 0 - .0 0
16. Amount of line 14 taxable at Lineal/Class A rate C16) 1 l 3.091.78 x 045 = 5, 085.98
17. Amount of Line 14 at Sibling rate C17) _DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 5, 085.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-12-2010 CD012449 252.63 4,800.00
05-21-2010 CD012781 .00 33.36
TOTAL TAX PAYMENT 5,085.99
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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.