HomeMy WebLinkAbout08-31-11 (2)BUREAU OF INDIVIDUAL T ~ AP NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION Q9C~S ~ - '~ f '~?' ~MENT, ALLOWANCE O
Po eox zso6ol ~ d,F;~~DUCTIONS R DISALLOWANCE
HARRISBURG PA 1 71 28-0 601 _ AND ASSESSMENT OF TAX
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pennsy(vania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10) .._'."`_."`~"-°
DATE 08-22-2011
ESTATE OF SHANK
DATE OF DEATW 02-20-2011 JAMES H
FILE NUMBER 21 11-0290
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-21-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CUT-ALON_6 T_H_I_S__LINE CARLISLE PA 17013
REV-1547 EX -------- ~ RETAIN-LOWER PORTION FOR YOUR
AFP t12-10~ NOTICE OF -- --------------
INHERITANCE TAX APPRAISEMENTCOAD~pW~ E-pR
ESTATE OF: DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
SHANK JAMES -
HFILE N0.:21 11-0290
TAX RETURN WAg; ~ ACN: 101 DATE:
APPRAISED VALUE OF X ) ACCEPTED AS FILED 08-22-2011
RETURN BASED ON: ORIGINAL RETURN ~ ) CHANGED
1• Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) _
3• Closely Held Stock/Partnershi C1) ~ ~ NOTE:
To ensure proper
4. Mortgages/Notes P Interest (Schedule C) (2)~~~-~~ 0 credit to your account,
Receivable (Schedule D) (3)~--QQ submit the
5• Cash/Bank Deposits/Misc. uPPer portion
Personal Pro of this form with your
6• Jointly Owned Property (Schedule F) Perty (Schedule E) 4) ~~ tax payment.
7. Transfers (Schedule G) [5) 7,4=$
(6)~--~
$• Total Assets C7) 34;7
APPROVED DEDUCTIONS AND ,3~_
EXEMPTIONS: C8)
9• Funeral Expenses/Adm. Costs/ 374 $ 22.18
10. Debts/Mort a e Misc. Expenses (Schedule H)
9 9 Liabilities/Liens (Schedule I) (9) F~
11. Total Deductions (10) 2 649.$9
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; C11)
Non-elected 9113 Trusts (Schedule JJ 7,818.66
14. Net Value of Estate Subject to Tax (12) 367,003.52
NOTE: If en C13) .00
assessment was issued previously, (14)
reflect figures that include the total fines 14, 15 367 003.52
ASSESSMENT OF TAX: and/or 16, 17, 18
15. Amount of Line 14 at s AFL returns assessed to and 19 will
16. gmount Pousal rate date.
of Line 14 taxable at Lineal/Class A rate C15)
17• Amount of Line 14 at Siblin (16) '~~ X 00 =
s rate X 045 = • 00
18• Amount of Line 14 taxable at Collateral/Class B C17) .00
19• Principal Tax Due X 12 =
TAX CREDITS; rate cls) 367, 003.52 X 15 = • 00
55,050.53
PAYMENT (19)- 55, 050.53
RECEIPT
DATE NUMBER DISCOUNT (+)
05-16-2011 INTEREST/pEN PAID (_)
06-03-2011 CD014466
CD014543 2,105.26
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT pgl~J
vu,000.00
12,945.27
TOTAL TAX PAYMENT
BALANCE OF 55,050.53
TAX DUE
INTEREST AND pEN• •00
TOTAL DUE •00
IF TOTAL DUE IS REFLECTED AS A .00
A REFUND. SEE REVERSE SIDE OF ~~CREDIT'~ (CRJ, YOU MAY BE Dl~f
THIS FORM FOR INSTRUCTIONS,