HomeMy WebLinkAbout10-22-10NOTICE OF INHERITANCE TAX Pennsylvania ~ ~ a
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP C12-09)
PO BOX 280601 F. e ~-:.~y ~ ~ `.~
HARRISBURG PA 17128-0601 _~ , ,, `b t ~ :~-'_-. 4~ ~ ' ~ ~'
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GERALD J SHEKLETSKI
414 BRIDGE ST
PO BOX E
NEW CUMBERLAND PA 17070
DATE 10-19-2010
ESTATE OF PHILLIPS DORIS M
DATE OF DEATH 12-25-2009
FILE NUMBER 21 09-1211
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-18-2010
(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 --_ --i --R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PHILLIPS DORIS MFILE N0.:21 09-1211 ACN: 101 __________ __
OR -
DATE: 10-19-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 151,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,0 7 9.16 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 21 , 794 .41
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers tSchedule G) C7) 103, 271 .50
8. Total Assets (8) 278,645.07
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 39.06 0.0 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 13, 903.55
11 . Total Deductions C11) 52, 963.64
12. Net Value of Tax Return C12) 225, 681 .43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 2,0 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 223, 681.43
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 2 , 681 .43 X 045 = 10, 065.66
17. Amount of Line 14 at Sibling rate t17) _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)= 10, 065.66
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-03-2010 CD012841 .00 10,065.66
TOTAL TAX PAYMENT 10,065.66
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 "CREIIIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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