HomeMy WebLinkAbout10-15-10_ NOTICE OF INHERITANCE TAX
~~~}~``~APP1t7~'!S~`MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~
INHERITANCE TAX Drv1s1oN - OF°;~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 .., '
HARRISBURG PA 17128-0601 ~ "
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LISA J ROTW~'_,~,
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CLEVELAND OH 44115
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DEPARTMENT OF REVENUE
REV-1547 ESC AFP (12-09)
DATE 10-11-2010
ESTATE OF SHAW RUTH C
DATE OF DEATH 11-05-2009
FILE NUMBER 21 10-0094
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-10-2010
(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 ~--
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHAW RUTH (FILE N0.:21 10-0094 ACN: 101
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OR
DATE:
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10-11-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •0 0 NOTE• T o ensure proper
2. Stocks and Bonds (Schedule B) (2)
credit
to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 1, 113, 111.00
8. Total Assets (8)
. 1 , 113, 111.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 13,5 b4.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 3,5 9 9.0 0
11. Total Deductions (11) 17, 163.00
12. Net Value of Tax Return (12) - 1 , 095, 948.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax (14) 1 , 095, 948.00
NOTE: If an assessment was issuedpreviouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) l . 09.948 _ 00 x 045 = 49, 318.00
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 49,318.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-25-2010 CD012291 2,236.84 42,500.00
07-30-2010 CD013141 .00 4,b93.00
TOTAL TAX PAYMENT 49,429.84
BALANCE OF TAX DUE 111.84CR
INTEREST AND PEN. .00
TOTAL DUE 111.84CR
* 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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