HomeMy WebLinkAbout02-28-11NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES f`'.+_~_~~.;~ ! '' ~~ ' "'•• INS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION -, ~- - ~ •~~~ -'D,~~~s~
PO BOX 280601 i -'T,i ~ - ., ~. -.i.'~
HARRISBURG PA 17128-0601
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CHARLES E SHIELDS'~,~.:;~;-i._,!;,~`~~ ~,~~,., t-i~,
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MECHANICSBURG PA 17055-9735
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 02-21-2011
ESTATE OF JOHNSON HELEN S
DATE OF DEATH 11-25-2006
FILE NUMBER 21 07-0038
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-22-2011
(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_ ~-- __
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JOHNSON HELEN SFILE N0.:21 07-0038 ACN: 101 _________________
OR
DATE: 02-21-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
(2) 43, 769.91 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
(8) 43,769.91
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9 9 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
(11) 990.00
11. Total Deductions 779.91
42
12. Net Value of Tax Return (12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 584, 197.05
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16 . Amount of Line 14 taxable at Lineal/Class A rate (16) 584.197.05 x 045 = 26 , 288.87
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19 ) 26 , 288 • 87
TAY f'R FTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-14-2008 CD009406 .00 25,382.23
07-03-2008 CD009984 .00 10.67
11-26-2010 CD013712 1,238.22- 2,280.05
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 26,434.73
BALANCE OF TAX DUE 145.86CR
INTEREST AND PEN. .00
TOTAL DUE 145.86CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS.