HomeMy WebLinkAbout10-15-10 (3)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
AP'TrRAI',SEMT;~ ~r~:-LOWANCE OR DISALLOWANCE
OF DEDUCT'rONS AND ASSESSMENT OF TAX
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CHARLES E SHIELDS ~.x,,I' '~':
6 CLOUSER RD
MECHANICSBURG PA 17055-9735
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DEPARTMENT OF REVENUE
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RE:Y-1547 EX AFP C12-09]
DATE 10-11-2010
ESTATE OF SOUDERS MIRIAM D
DATE OF DEATH Ob-18-2009
FILE NUMBER 21 09-0592
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-10-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
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 C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE' OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: SOUDERS MIRIAM DFILE N0.:21 09-0592 ACN: 101 DATE: 10-11-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 120,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
144, 001 . bb
credit to your account,
0 0 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) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) b1,138.22
6. Jointly Owned Property (Schedule F) C6) 3,500.00
7. Transfers (Schedule G) C7) 441 , 117.63
s. Total Assets C8) 769,757.51
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 9.30 0.7 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5 0 2.3 7
11. Total Deductions C11) 39,803.07
12. Net Value of Tax Return (12) 729, 954.44
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedu le J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 729, 954 .44
NOTE: If an assessment was issued RreviouslY, 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:
c15) .00 x 00 = .00
C16) 7?9 , 9~4 . 44 x 045 = 32, 847.95
Cln _ 00 x 12 = . 00
c18) .00 x 15 = .00
C19)= 32,847.95
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-18-2009 CD011761 1,575.00 29,925.00
07-30-2010 CD013131 .00 1,347.95
07-30-2010 CD013132 19.71- 19.71
10-04-2010 SBADJUST .00 .16
TOTAL TAX PAYMENT 32,847.95
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 INSTRUCTIONS.
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