HomeMy WebLinkAbout10-01-10NOTICE OF INHERITANCE TAX
~..r"~A~+P';~~1~~1,~!Irt~i ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~-`: ~ ~ _,
INHERITANCE TAX DIVISION ~~-~ DED~C~T;iONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~ ^ ~ ~ ~Y; ~ ~ ,,., i , :. J
HARRISBURG PA 17128-0601
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MARCI S MILLER ESQ~~'~~!~-~':~~i...,`~,i.pj ; _~~~`~ ~N,
STE 202
2000 LINGLESTOWN RD
HBG PA 17110
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DEPARTMENT OF REVENUE r
REV-1547 EX AFP (12-09) r
DATE 09-27-2010
ESTATE OF SHILLINGSFORD JOYCE M
DATE OF DEATH 10-27-2009
FILE NUMBER 21 09-1061
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-26-2010
(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-
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REV-1547 EX AFP t12-09~ NOTICE OF INHERITANCE TAX
APPRAISEME
NT, ALLOWANCE -
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: SHILLINGSFORD JOYCE MFILE N0.:21 09-1061 ACN: 101 DATE: 09-27-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) tl) •0 ~ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) t2) ,Q O credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) t3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) t5) 5 2,9 2 3.16
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 87, 953.64
8. Total Assets t8) 140 , 876 .80
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) t9) 14,24 4.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3:3 6 0.7 7
11. Total Deductions (11) 17, 605.17
12. Net Value of Tax Return (12) 123,271.63
13. CharitablelGovernmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax t14) 123,271.63
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
t15) .00 x 00 = .00
t16) 7 ~ . 71 _ 6~ x 045 = 5, 547.22
t17) . oo x 12 = . 00
cls) .00 x 15 = .00
t19)= 5,547.22
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-22-2010 CD012277 268.42 5,100.00
07-19-2010 CD013078 .00 178.80
TOTAL TAX PAYMENT 5,547.22
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 INSTRUCTIDNS.~~;~