HomeMy WebLinkAbout06-20-11T~,._
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' NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ~~ ~~~I,~~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION i~ ~ ~~,~~
,r„ ~, ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~j , ,~,. REV-1547 IX AFP C12-10)
HARRISBURG PA 17128-0601 I fE~,~ri,~,,,.', ~`~~ 91~~'"~ ~J
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~. ~~ i V ~ i ~ L.,. V ~ i E a L.. t,.~ ,~ DATE 06-07-2011
ESTATE OF SHUGHART JR DALE F
CLERK Q~= DATE OF DEATH 03-23-2010
QR~~~s ~~URT FILE NUMBER 21 10 - 032b
HAMILTON C DAVIS C~~~~EI~~~~ V~ ~
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BERLAND
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20 EAST BURD STREET ACN
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APPEAL DATE: 08-06-2011
SUITE 6 (See reverse side under Objections
SHIPPENSBURG PA 17257 -
Amount Remitted
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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 E-~
_
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE _
_ _
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: SHUGHART JR DALE FFILE N0.:21 10-0326 ACN: 101 DATE: 06-07-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 241,941
00
2. Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
C2) 42, 916.78 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 8 6,5 7 2.7 6 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4)
00
5. Cash/Bank Deposits/Misc. Personal Property (Sched .
tax payment.
ule E) C5) 288, 373.12
6. Jointly Owned Property (Schedule F) C6) 10 , 999 .89
7. Transfers (Schedule G) C7) 348, 305.45
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 1,019,109.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)__ 7 5.8 3 ~. 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 84.717.98
11. Total Deductions C11) 160,553.48
12. Net Value of Tax Return C12) 858,555.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) _ 858,555.52
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 C15) .0 0 X 0 0 =
0 0
16. Amount of Line 14 taxable at Lineal/Class A rate .
C16) AS8 . Stiff _ ~7 x 045 = 38, 635
00
17. Amount of Line 14 at Sibling rate .
C17) _,_Q,~ X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 =
0 0
19. Principal Tax Due .
TAX CREDITS: C19)= 38,635.00
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
12-22-2010 CD013816
.00 37,218.17
INTEREST IS CHARGED THROUGH 06-22-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 37,218.17
BALANCE OF TAX DUE 1,416.83
INTEREST AND PEN. 21.35
TOTAL. DUE 1,438.18
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-i~Z
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DEPARTMENT OF REVENUE
BUREAU ~F INDIVIDUAL TAXES
PO Box 280601
R PA 1
DECEDENTS NAME
Dale Shughart, Jr.
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2110-0326
REVIEWED BY
SCHEDULE
H
H. Moore AcN 101
EXPLANATION OF CHANGES
6, 8,
17, 24,
34, 40,
43-47,
50-55,
58, 61-
63, 65-
69
H 27-32
H 5
These expenses are not allowable for inheritance tax purposes and have been removed.
They are fiduciary in nature and can be used as deductions on the fiduciary return of the
decedent.
Real estate taxes becoming due after the date of death are not deductible for
inheritance tax purposes.
This item was specifically given to decedent's son.
(estate indicates there is no value on Sch. E related to this debt)
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