HomeMy WebLinkAbout01-31-11NOTICE OF INHERITANCE TAX Pennsylvania ~~~ ~~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~''`_~ _ '~ '' DEPARTMENT OF REVENUE
'dF DEDii~~Ip~lS AND ASSESSMENT OF TAX
PO BOX 280601 ~~ REV-1547 IX AFP (12-10)
HARRISBURG PA 17128-0601 i-' ~ ~
JEFFREY C GOSS ESQ,t ~ A, .,~° - - -' ~ {
221 E CHESTNUT ST t " `" l ~~°
LANCASTER PA 17602
DATE 01-25-2011
ESTATE OF SHAMBAUGH MARGARET R
DATE OF DEATH 08-27-2010
FILE NUMBER 21 10-1031
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-26-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~! R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~
REV-15 _
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47 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: SHAMBAUGH MARGARET RFILE N0.:21 10-1031 ACN: 101 DATE: 01-25-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 0 0
2.
Stocks and Bonds (Schedule B) C2) .
1,6 5 7.10 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
0 0 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
24,537.25 tax payment.
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
APPROV
ED DEDUCTIONS AND EXEMPTIONS: (8) 26 , 194.35
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .9 0 9 9 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10.0 0
11 . Total Deductions
12.
Net Value of Tax Return C11) 2, 919.97
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule C12)
J) 23,274.38
14.
Net Value of Estate Subject to Tax C13) .0 0
C14) 23, 274.38
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
ASSESSMENT OF TA date.
X.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
11-23-2010 CD013699 52.37
(15) .00 x 00 = .00
(16) - 73 • 74 ~R x 045 = 1 , 047.35
(17) no x 12 = .00
C18) .00 X 15 = .00
C19)= 1, 047.35
AMOUNT PAID
994.98
TOTAL TAX PAYMENT 1,047.35
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.