HomeMy WebLinkAbout10-01-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOT~C~.,~AF INHERITANCE TAX
~_;-~kP1?'Rt~l~~',~.~~-LLOWANCE OR DISALLOWANCE
` : ;`0~ j- HE~IjUCl"I``d~IS AND ASSESSMENT OF TAX
~.~lC 0~'~ - ~ ~~~ 12~ X43
1 ~~r~ ~r
CHARLES E SHIELDS I1~1~~,;"~,~~C:t~":' ~~~~'~ ~ ~'jf~ ' ~~
b CLOUSER RD
MECHANICSBURG PA 17055-9735
C1) 164,776.50
C2) 844, 946.91
c3) .00
c4) 9, 000.00
C5) 925.03
C6) .00
(~) 158, 651.69
CUT ALONG THIS LINE -°~ __RETAIN LOWER PORTION FOR YOUR RECORDS ~-- ______________
REY-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PICKING MELVIN CFILE_N0.:21 09-0020 ACN: 101 DATE: 09-27-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~ .
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09) ~~
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 1,183,300.13
C9) 43 , 320.51
clo) 1b,833.00
C11) 60, 153.51
11. Total Deductions 123, 146 . b2
1
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
T
t t C14) 1 , 123, 14b . 62
14. ax
o
Net Value of Estate Subjec
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) 361 , 253.49 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 7b1 .893.13 X 045 = 34,285.19
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19 Principal Tax Due (19)= 34,285.19
.
TAY ~`1?F'T1TTC r
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-01-2009 CD011695 .00 29,000.00
Ob-03-2010 CD012852 170.05- 5,455.24
09-20-2010 SBADJUST .00 1.30
DATE 09-27-2010
ESTATE OF PICKING MELVIN C
DATE OF DEATH 12-09-2008
FILE NUMBER 21 09-0020
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
TOTAL TAX PAYMENT 34,285.19
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~~-
c~ J S~