HomeMy WebLinkAbout01-07-11„~, ~, .,~~ E OF INHERITANCE TAX
~~'~ ` ~`~-~L~tfA1~~~ ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ,-.-,
INHERITANCE TAX DIVISION ; : ,. = -b~ -ti~'~U~TIONS AND ASSESSMENT OF TAX
PO BOX 280b01
HARRISBURG PA 17128-Ob01
rf ^ ~ ' c ~ pT~ f ,^~, .,.
a... d . s.- - ~ i ' ~ 6 t +... ... 1J
~,r'
r A ,-
~s i# r ,",~ (^1
JOSEPH D BUCKLEY""•'~S'Q ~~ i `~~`~.' ~'~.
1237 HOLLY PIKE
CARLISLE PA 17013-4435
Pennsylvania % ~
DEPARTMENT OF REVENUE
REY-1547 IX AFP (12-10)
DATE 01-03-2011
ESTATE OF SHEELEY JANICE I
DATE OF DEATH 08-16-2009
FILE NUMBER 21 09-0833
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-04-2011
(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 t-
---------------
-----------------
----------
-
REV-1547 EX AFP t12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: SHEELEY JANICE IFILE N0.:21 09-0833 ACN: 101 DATE: 01-03-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
120,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) t4) •0 0 tax payment.
5. CashlBank Deposits/Misc. Personal Property (Schedule E) C5) 34,529.90
b. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets c8) 154 , 530.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 13.6 94.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,9 58.51
11 . Total Deductions C11) 18, 653.00
12. Net Value of Tax Return C12) 135,877.00
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) C13) .0 0
14. Net Yalue of Estate Subject to Tax C14) 135,877.00
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 date.
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) 135.,877.00 x 045 = 6,115.00
17. Amount of Line 14 at Sibling rate C17) .~ 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 6, 115.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT Ct)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-14-2010 CD012622 .00 6,300.00
TOTAL TAX PAYMENT 6,300.00
BALANCE OF TAX DUE 185.000R
INTEREST AND PEN. .00
TOTAL DUE 185.000R
* 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.
~3