HomeMy WebLinkAbout01-31-11NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ~„~'~tdTSEMENT,: A(L'~OWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDIJCTIOM~ AND ASSESSMENT OF TAX
PO BOX 280601 r~_'~ ,~
HARRISBURG PA 17128-0601
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CHARLES E SHIELDS II~~ ~~ ~~-' ~ `~ ~'` !~~
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6 CLOUSER RD
MECHANICSBURG PA 17055-9735
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 01-25-2011
ESTATE OF MASSEY GERALDINE K
DATE OF DEATH 09-06-2009
FILE NUMBER 21 09-0859
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 SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MASSEY GERALDINE KFILE N0.:21 09-0859 ACN: 101 DATE: 01-25-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 . Real Estate (Schedule A) C1) 194, 900
00
2. Stocks and Bonds (Schedule B) .
C2) 15, 050.72 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) .
C5) 134,871.07 tax payment.
6. Jointly Owned Property (Schedule F) C6) 8 9.8 4
7. Transfers (Schedule G) C7) 881 , 291.89
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) -- 1,226,203.52
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)__ 6 6. 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,6 3 0.0 2
11. Total Deductions
12• Net Value of Tax Return (11) 70, 185.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts C12)
(Schedule J) 1, 156, 018.45
14. Net Value of Estate Subject to Tax C13)
.00
C14) 1 , 156, 018.45
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17 18
reflect figures that include the total of ALL
ASS ,
,
and 19 will
returns assessed to date
ESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) 0 0
0 0 =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .
X
.0 0
17. Amount of Line 14 at Sibling rate
C17) ~ 0 x 04 5 =
74
141
.0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .
]~ x 12 =
901 , 877.36 X 15 = 30,496.93
135
281
19. Principal Tax Due ,
.60
TAX CREDITS:
C19)=
165, 778.53
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
11-30-2009 CD012041 1
000
00
,
.
06-15-2010 CD012913 19,000.00
.00
11-29-2010 CD013706 1
467
07- 70,000.00
,
. 77,245.60
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-30-2010 TOTAL TAX PAYMENT
165,778.53
BALANCE OF TAX DUE .00
INTEREST AND PEN. 69.30
TOTAL DUE 69.30
* 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.