HomeMy WebLinkAbout04-27-11NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL'-`~rA)`cFS- -- ~..,~~ SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAx Drv1s1oN :~ _- -~ Og DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 i '~(.. .. _. , . ,_~J
HARRISBURG PA 17128-0601
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60 W POMFRET ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-1D)
DATE 04-•11-2011
ESTATE OF SHUGHART NEVIN C
DATE OF DEATH 09-23-2010
FILE NUMBER 21 11-0129
COUNTY CUMBERLAND
ACN 101.
APPEAL DATE: 06-10-2011
(.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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHUGHART NEVIN (FILE N0.:21 11-0129 ACN: 101 DATE: 04-11-~n~1
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensu
2.
Stocks and Bonds (Schedule B)
I2)
•00 re proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 10,80 0.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) 129,465.37
8. Total Assets c8) 140.265.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 14.370.01
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5 94.52
11. Total Deductions C11) 14,964.53
12. Net Value of Tax Return (12) 125,300.84
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 125,300.84
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .UO X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 7~, • 300 . fi4 X 045 = 5, 638.54
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due c19)= 5,638.54
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-31-2011 CD013968 .00 5,638.54
TOTAL TAX PAYMENT 5,638.54
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.