HomeMy WebLinkAbout09-17-10?~~ ~PRaRIA~~~SEW~ENT E ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES r
INHERITANCE TAX Drv1s1DN 4'~., W,~j; Q'F?~~~UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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CLERK OF
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KEITH 0 BREN A ~ ~t~ `~` " ~A
44 WEST MAIN STREET
PO BOX 318
MECHANICSBURG PA 17055
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-09)
DATE 09-14-2010
ESTATE OF SHEARER EVELYN F
DATE OF DEATH 01-11-2010
FILE NUMBER 21 10-0162
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
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: SHEARER EVELYN FFILE N0.:21 10-0162 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) (1) •00 NOTE: T o ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7,155.4 2
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 15, 334.39
8. Total Assets C8) 22.489.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5.007.4 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.578.71
11. Total Deductions C11) 7,586.19
12. Net Value of Tax Return (12)
14,903.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 44 7.11
14. Net Value of Estate Subject to Tax (14) 14,456.51
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 14.456.51 x 045 = 650.54
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= 650.54
TAX CREDITS:
PAYMENT I RECEIPT DISCOUNT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-08-2010 CD012587 30.95 588.00 ~
PAYMENT MUST BE MADE BY 10-11-2010*.
TOTAL TAX PAYMENT 618.95
BALANCE OF TAX DUE 31.59
INTEREST AND PEN. .00
TOTAL DUE 31.59
* 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.