HomeMy WebLinkAbout01-20-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIV]:DUAL TAXES ~'~;~F~PftAI~El4~~I~, h~rLLOWANCE OR DISALLOWANCE
INHERITANCE rax DIV1S1oN - OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
CHARLES E SHIELDS `IiI
6 CLOUSER RD
MECHANICSBURG PA 17055-9735
(1) 150,900.00
(2) .00
t3) .00
c4) .00
(5) 28, 149.78
c6) .00
(7) 34, 126.04
CUT ALONG THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ ___ __
REV-1547 EX AFP X12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE t)IR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH RUTH PFILE NO.:?1 10-n1~5 ACN: Inl neTF~ nr_in_~~n~i
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (S~::hedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/'Mortgage Liabilities/Liens (Schedule I)
per~r~sylvania ~
DEPARTMENT OF REVENUE '.
REV-1547 EX AFP (12-10)
t`IOTE: To ensure proper
credit: to your account,
submit: the upper portion
of this farm with your
tax payment.
c8) ___ 213, 175.82
(9) 40 , 349. 9
(lo) 605.90
11. Total Deductions C11) _
M 40, 955.83
12. Net Value of Tax Return (12)
M .L72,219.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) .L72,219.99
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 (15) .0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate ( 16) 17? , 21 9.99 x 045 ° 7 , 749.90
17.
Amount of Line 14 at Sibling rate
(17) __
.0 0 X 12
_ _
~ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) _
.0 0 X 15
_ .0 0
19. Principal Ta:K Due _
( 19) 7 , 749.910
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-21-2010 CD012644 270.00 5,130.00
11-02-2010 CD013589 .00 2,349.90
01-03-2011 SBADJUST .00 1.81
TOTAL TAX PAYMENT _ 7,749.90 _
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM f=OR INSTRUCTIONS.
DATE 01-10-2011
ESTATE OF SMITH RUTH P
DATE OF DEATH 01-26-2010
FILE NUMBER 21 10-0155
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-11-2011
(See reverse side under Objections
Amount Remitted __
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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