HomeMy WebLinkAbout09-14-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CHARLES E SHIELDS
6 CLOHSER ROAD
MECHANICSBURG
NOTICE OF INHERITANCE TAX
AP &~I:LENT~,,_p~LANCE OR DISALLOWANCE
-`~EHU~TI~d1~Sc- D ASSESSMENT OF TAX
f'tl i ';?~ ` ~
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Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
~~~ { ~ ~ ~ ~ DATE 09-05-2011
"~ ~ ~~' ~'~ ESTATE OF COSTA AUDREY J
DATE OF DEATH 12-28-2010
C~~R~ ~F FILE NUMBER 21 10-1281
~RPHAN~S CO{JET COUNTY CUMBERLAND
I I I CIJP~P~i~!. ~+~~~ r,~ . P,Q ACN 101
APPEAL DATE: 11-04-2011
P A 17 0 55 - 9 7 35 (See reverse side under Objections )
ABlount Re~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ --- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP t12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: COSTA AUDREY JFILE N0.:21 10-1281 ACN: 101 DATE: 09-05-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 123, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 24,0 75.09 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 18,84 9.30
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 96,875.02
8. Total Assets c8) 262.799.41
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 36.50 .71
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 63,297.89
11. Total Deductions C11) 99,800.60
12. Net Value of Tax Return (12) 162,998.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 162,998.81
NOTE: If an assessAent was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 X
C16) 1 6 9.998 _ 81 X
clr)_ _ nn x
tls) .00 X
00 = .00
045 = 7,334.95
12 = .00
15 = .00
t19)= 7,334.95
raTntni KtctlrT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-22-2011 CD014172 225.00 4,275.00
06-17-2011 CD014593 .00 2,834.95
TOTAL TAX PAYMENT 7,334.95
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 D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.