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HomeMy WebLinkAbout01-03-11 r/"`~'jr,r,;_ .,.,...,.aO~,CE OF INHERITANCE TAX ~:_~:?~F ~1RPRA-ISEM T, ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES .-.~~., „t .,, ,,. INHERITANCE TAX DIVISION ~Ka-° ~ - ; ; a: ©F- b,~mA;CTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 C~~~ GREGORY M MERR L ' 2160 CANTERBURY DR MECHANICSBURG PA 17055 Pennsylvania ~~ ~~ DEPARTMENT OF REVENUE REV ••1547 EX AFP (12-10) DATE 12-27-2010 ESTATE OF SHOPE JR WILLIAM G DATE OF DEATH 02-12-2010 FILE NUMBER 21 10-0182 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 02-25-2011 (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 ~ ------------------------------------------------------------------------- REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: SHOPE JR WILLIAM GFILE N0.:21 10-0182 ACN: 101 ------------------ OR DATE: 12-27-2010 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) 98, 000.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) 797,535.60 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) C4) •0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,016.8 9 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets C8) 900 , 552.49 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7,5 0 7.6 4 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,3 2 7.64 11. Total Deductions C11) 10,835.28 12. Net Value of Tax Return C12) 889, 717.21 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 889, 717.21 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 d ate. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 5 = .0 0 17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 889,717.21 X 15 = 133,457.58 19. Principal Tax Due (19}= 133,457.58 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 05-07-2010 CD012720 6,631.58 126,000.00 11-05-2010 CD013607 .00 211.36 INTEREST IS CHARGED THROUGH 01-11-2011 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT 132,842.94 BALANCE OF TAX DUE 614.64 INTEREST AND PEN. 3.g7 TOTAL DUE 618.51 * 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. REV-1470 EX (O1~) r ~ enns lvan~a INHERITAN p Y CE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 -0 1 DECEDENT'S NAME FILE NUMBER William G. Shope, Jr. 2110-0182 REVIEWED BY ACN Sheila Megonnell 101 ITEM SCHEDULE NO_ EXPLANATION OF CHANGES H Total on Schedule "H" was not correctly carried forward to recapitulation page. I I 2 Repairs to real estate cannot be used as deductions against the decedent's estate unless the real estate has been sold. ;.; - ROW Page 1