HomeMy WebLinkAbout01-03-11"""NOTICE OF INHERITANCE TAX
"~nr r ~_-F., ~~ ~ EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL .~r)EE'`${ .°:- ~ `'- ' +' '"4./1~_ J~-
INHERITANCE TAX DIVISION ,~"'" ' ~ ~ ; r ~ Q~nDEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ f..'ti ... ;.., ; .., i . ; ;':..~. ~J
HARRISBURG PA 17128-0601
a ~ . ~ ,.:;
~~~/ nf'
v ~.: ,, , +
CAROL BEER~'~F'' ~-_,~ ~ +t_r'' _,*k
2142 DOUGLAS DR
CARLISLE PA 17013-1023
~» ,~~;~
pennsylvan~a y~ `~`
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-10)
DATE 12-27-2010
ESTATE OF SHELLENBERGER KATHRYN G
DATE OF DEATH 08-1b-2010
FILE NUMBER 21 10-1101
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-25-2011
(See reverse side under Objections)
Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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: SHELLENBERGER KATHRYN GFILE N0.:21 10-1101 ACN: 101
-----------------
OR
DATE: 12-27-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 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) 5,8 6 7.0 0
6. Jointly Owned Property (Schedule F) (6) 11 , 924.50
7. Transfers (Schedule G) C7) 410,257.00
8. Total Assets c8) 428 , 048 .50
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4.513.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9.6 0 5.0 0
11. Total Deductions (11) 14, 118.00
12. Net Value of Tax Return C12) 413,930.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 413, 930 .50
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) 413 . 930 . ~0 x 045 = 18, 626 .87
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 C19)= 18, 626.87
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-04-2010 CD013597 931.34 17,695.53
TOTAL TAX PAYMENT 18,626.87
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.