HomeMy WebLinkAbout10-28-11 (3)~-, „,, ,,-. _MOTIC~ OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES A4~~k'~C'I.~EAI£`N~T,v,~I~OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION I"~`'QF; D~DUCT~'ONB AND ASSESSMENT OF TAX
PO BOX 280601 - REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601
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CHARLES E SHIELDS I~(J~~~r~j`'•'+~"r~ r~ ~ PA
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6 CLOUSER RD
MECHANICSBUR PA 17055-9735
DATE 10-18-2011
ESTATE OF PEEBLES DOROTHY I
DATE OF DEATH 06-03-2010
FILE NUMBER 21 10-0592
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-17-2011
(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-LIN------ --- --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- F- -------------------
REV-1547 EX AFP (1 -10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PEEBLESI~i DOROTHY IFILE N0.:21 10-0592 ACN:
101 DATE: 1 o-)st_~ni i
APPRAISED VALUE OF ETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSc edule A)
2. Stocks and Bond (Schedule B)
3. Closely Held St ck/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Depos'ts/Misc. Personal Property (Schedule E)
6. Jointly Owned P operty (Schedule F)
7. Transfers CSche ule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expense /Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) 113,500.00 NOTE: To ensure proper
c2) 45,441.76 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 126,902.99
c6) .00
t7) .00
c8) 285.844 75
c9)- . 7 96
cloy- 175.96
11. Total Deductions
12• Net Value of Tax Return cll) 52,749.92
13. Charitable/Gower mental Bequests; Non-elected 9113 Tru
t C13~
(S 23 3,094.8 3
14. Net Value of E
t s
s chedule J) .00
s to Subject to Tax
c14) 233, 094.83
NOTE: If an asses ^ent was issued previously, lines 14, 15 and/or 16
17
reflect fig
res that include the total
of ALL ,
,
returns
o and 19 will
ASSESSMENT OF TAX: assessed to d t
15. Amount of Line 1 at Spousal rate C15) .00
00 =
16. Amount of Line 1 taxable
t L X • 00
a
ineal/Class A rate C16) 93
09L
17. Amount of Line 1 at Sibling rate -
_ .
• R~
X 045 = 10,489.27
18.
Amount of Li
1 c17) . ~o X 12 .00
ne taxable at Collateral/Class B ra te C18) 00
15
19. Principal Tax Du~ .
X
_ .00
TAX CREDITS:
[19)=
10,489.27
r,. rncni RE EIPT DISCOUNT (+)
DATE NU BER INTEREST/PEN PAID C-)
08-26-2010 CDO 3272 250.00
07-08-2011 CDO 4688 57.17-
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TAX RETURN WAS: (X) ACCEPTED AS FILED
~ ) CHANGED
AMOUNT PAID
4,750.00
5,548.23
TOTAL TAX PAYMENT 10,491.06
BALANCE OF TAX DUE 1.79CR
INTEREST AND PEN. .00
TOTAL DUE 1.79CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.