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HomeMy WebLinkAbout03-30-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 014217 SHELLEY MALLORY K 9 SALT ROAD ENOLA, PA 17025 -------- fold ESTATE INFORMATION: SSN: 210-58-2302 FILE NUMBER: 2108-1 158 DECEDENT NAME: SHELLEY NANCY LOUISE DATE OF PAYMENT: 03/30/201 1 POSTMARK DATE: 03/29/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 1 7/2008 REMARKS: CHECK# 1637 SEAL 101 ~ $32.53 ACN ASSESSMENT AI~/IOUNT CONTROL NUMBER TOTAL AMOUNT PAID: RE.V-1162 EX(11-96) $32.53 INITIALS: DB RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~ _ __ . ~ . _ , ~ -~ II ~ ~~ (~~-~,I ~.Q~I~CE_.A~ ~ HERITANCE TAX eI1nS lvan~a ~,~ ~~''``~~ P Y ~ ' A ` ~ BUREAU OF INDIVIDU TA {I : AP~~' -ISEh~ENT, ~L Br ANCE OR DISALLOWANCE DEPAI~TMENT OF REVENUE INHERITANCE TAX DIVISI I~ 0~'~- •DEDLUCTION'~ ;,,~ND ASSESSMENT OF TAX RE\/-1547 EX AFP (12-10) PO BOX 280601 HARRISBURG PA 17128-06 l ~ ~ T4 ~ ss ~~ jj DATE 03-14-2011 ESTATE OF SHELLEY NANCY L G~.~~~.~~ DATE OF DEATH 11-17-2008 d~~~,~+~`v~~i ~~.,~jT FILE NUMBER 21 08-1158 U~~P~I~~~~-"I. f~:~`.'~ .' '~''~ + ~~a COUNTY CUMBERLAND .' 1...Fi DIANE M ILS 1=~~ ACN 101 1400 N 2 D S~f APPEAL DATE: 05-13-2011 H A R R I S B U R G N. \ 1710 2 (See reverse side under Ob~iections Amount Remitted MAKE CHECK PAYABLE AND REM]:T PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 CUT-ALONG-THIS .INE--- _~-~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ REV-1547 EX AFF (12-](~~ NOTICE OF INHERITANCE TAX APP RAISEME _ NT, ALLOWANCE _____________ OR DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX ESTATE 0F: SHEI_EY _-`___ NANCY LFILE N0.:21 08-1158 ACN: 101 DATE: 03-14-2011 TAK RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estat (Sch~ c~ le ~) (1) 125, 000.00 NOTE: To ensure proper 2. Stocks and Bonds ~Scfecule B) (2) .0 0 credit to your account, 3. Closely He i St~~~cNiPartnership Interest (Schedule C) (3) .0 0 submit the upper portion of this form with your 4. Mortgages/ ~~tes F'ECeivable (Schedule D) (4) .0 0 tax payment. 5. Cash/Bank ~1posii siMisc . Personal Property (Schedule E) (5) 22,248.34 6. Jointly Ow +~d Prc pE rty (Schedule F) (6) . 00 7. Transfers Sched~]e C') (7) .0 0 s. Total Asse s (8) _ 147,248.34 APPROV ED DEDUCI °I:ONS ACID EXEMPTIONS 9. Funeral Ex ~enses.'Ac m.. Costs/Misc. Expenses (Schedule H) (q) 19 .740.42 10. Debts/Mort i,age L:i~~kil.iiies/Liens (Schedule I) C10)__ 115,279.70 11 . Total Dedu tions C11) _ 135, 020.12 12. Net Value f Tax k'.E t~ rr (12) _ 12, 228.22 13. Charitable Goverr~mEnta~] Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0 14. Net Value ~f Est.~t:E Suitject to Tax (14) _ 12,228.22 NOTE: If an a:~,sessmen- was issued previously, lines 14, 15 and/or 16, 1T , 18 and 19 will reflect figures that include the total of A_LL ___._ return s assessed to date. ASSESSMENT OF T~'~4X: 15. Amount of ine 1~ at Spousal rate (15) .00 X 00 = .00 16. Amount of I ine lei taxable at Lineal/Class A rate (16) 12 , 8. X 045 _ 550.27 17. Amount of I ine lei at Sibling rate (17) .00 X 12 _ .00 18. Amount of line lei taxable at Collateral/Class B rate (18) .0 0 X 15 _ .0 0 19. Principal '1 ax Duey _ {19) 550 .27 TAX CREDITS: PAYMENT DATE RECEIPT NU~1BW::R ~ DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 01-04-2011 CDO]_3135EC .00 550.27 1SALAIVI.t ur uNF'Ai,lll 1F~iE:R~ST/PENALTY AS OF 01-05-2011 TOTAL TAX PAYMENT _ 550.27 BALANCE OF TAX DUE _ .00 INTEREST AND PEN. 32.53 TOTAL DUE 32.53 * IF PAID AFTER DA'I"E IND:I:C~i,TE[I1, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION i;IF ADD]I:T]:OPIAt INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM F'OR INSTRUCTIONS. r~ 1 ~, ~ ' L ~:. , ,:- ( >,:: r \J1 cn :~ r ~~ ~_ ~J ~~ f . ,Q G C~ ~; V c~ ~ ~ C/: r-' :: ^.,~ O C ~-~ ~ ~ ~~ V .~ ~ C ~~ T V i+J ~~ ~ r~ .-. ~ CCS ~ ~ 1 C,~ U ~ ~- F~- z 0 ~ N ~~ O '- r J V- Q ~ Z ~ J ( ~ ~' ~-} t ~~~i~~ ~~ QL./ _~ ~L.l 1~1CiU~ '.. '~ :~ (~ L1J z W W ~~' ~~~~ v, W Z ~ ~ ~ ' ` Q om ~~~1 ~3'~ o 0 ~~s , .i..} t ii} :: ~.~:: ;', .i.., ~ "_