HomeMy WebLinkAbout12-03-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
r,'~'p(~75~h~'B~t~'f;~,f~ALLOWANCE OR DISALLOWANCE
-(~F~.DE'Ify~,T~NS AND ASSESSMENT OF TAX
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ANDREW C SHEELY ! ~,_ ~ ~-, ~ ~ ~,_' , r,~i
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055
tl) 120,000.00
c2) 8, 885.64
t3) .00
t4) .00
t5) 136, 371.53
t6) .00
c7) 302, 140.13
CUT ALONG THIS LINE _ ---)__RETAIN_LOWER_PORTION_ FOR YOUR RECORDS F- _ ______________
REV-1547 EX AFP-C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR^
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PORTER MELODY AFILE N0.:21 10-0727 ACN: 101 DATE: 11-29-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds tSchedule B)
3. Closely Held Stock/Partnership Interest tSchedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property tSchedule F)
7. Transfers tSchedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens tSchedule I)
pennsylvan~a , ~
DEPARTMENT OF REVENUE t
REV-1547 EX AFP t12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ts) 567 , 397.30
t9), 9 , 041.30
tlo) 3, 114.64
tll) 12, 155.94
11. Total Deductions 241.36
555
12. Net Value of Tax Return t12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 6 2,816.6 5
14. Net Value of Estate Subject to Tax (14) 492,424.71
NOTE: If an assessment was issuedRreviously, 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 t15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate t16) 49 , 4?4.71 x 045 22, 159.11
17. Amount of Line 14 at Sibling rate (17) _ 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate t18) .0 0 X 15 = .0 0
19. Principal Tax Due t19)= 22, 159.11
TAY CRFilTTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID t-) AMOUNT PAID
09-23-2010 CD013397 1,107.28 21,038.32
PAYMENT MUST BE MADE BY 03-28-2011*.
DATE 11-29-2010
ESTATE OF PORTER MELODY A
DATE OF DEATH Ob-28-2010
FILE NUMBER 21 10-0727
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-28-2011
(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 22,145.60
BALANCE OF TAX DUE 13.51
INTEREST AND PEN. .00
TOTAL DUE 13.51
* 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.
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