HomeMy WebLinkAbout11-23-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JAMES D BOGAR
ONE WEST MAIN
SHIREMANSTOWN
~ ~rr~'~ ~ "``~rifI~~ OF INHERITANCE TAX penl1Sywarna ~ ~
APPRAI~EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
_ , ~ OF DED'IICTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-lol
_ ~
• '' ~ DATE :L1-14-2011
__ ESTATE OF SHOTSBERGER HILDA M
DATE OF DEATH 05-11-2010
_ "f'~,~,•.i FILE NUMBER .?1 10-0559
'~ ~ COUNTY CUMBERLAND
ACN ]l01
STT APPEAL DATE: 01-13-2012
PA 17011 (See reverse side under Objections)
Aatount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF~ WILLS
1 COURTHOUSE SQUARE
CARLISLE F'A 17013
CUT ALONG THIS LINE ----~-->- RETAIN LOWER PORTION FOR YOUR RECORDS E- _ _____
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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: SHOTSBERGER HILDA MFILE N0.:21 10-0559 ACN: 101 DATE: II-)~_~nll
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds [Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
I1) 138,587.40 NOTE: To ensure
proper
I2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 124, 751 .54
c6) 244.55
t7)_ .00
cs) 263 583.49
I9) 36.879.74
clo) 30.848.53
11. Total Deductions X11) 67,728.27
12. Net Value of Tax Return c12) 195,855.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 195.855.22
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 d ate
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 19S.8S~;.7 X 045 = 8,813.48
17. Amount of Line 14 at Sibling rate C17) _on X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due
TAX CREDITS: C19)= 8,813.48
' ^""^' ece~niri DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT F'AID
08-10-2010 CD013178 440.67 9,534.00
TOTAL TAX PAYMENT 9,974.67
BALANCE OF TAX DUE 1,161.19CR
INTEREST AND PEN. .00
TOTAL DUE 1,161.19CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)
YOU MAY BE D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM ,
FOR INSTRUCTIONS.