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HomeMy WebLinkAbout01-03-12r :fir NOTICE OF INHERITANCE TAX Pennsylvania ~: ~A-~ BUREAU OF INDIVIDUAL TAXES r'[ ., APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION ~ ~ OF '1}~I,~U~'~IDNS AND ASSESSMENT DF TAX REY-1547 EX AFP C12-lll PO BOX 280601 ` ~. ., HARRISBURG PA 17128-0601 ~~! ~~ DATE 12-26-2011 .. °,~ "', '~• ESTATE OF SHATTO C i [:.• t REEDON W DATE OF DEATH 03-25-2011 ~~~~~` i,~~ FILE NUMBER 21 11-0459 ^^ ''~ CUMBERLAND ~~-~ ~, ~ ~ J~ J~; COUNTY WILLIAM A DUNC~1~~~~~.~ I 'r„_~ ., ACN 101 f~ , 1 IRVINE ROW ~~' APPEAL DATE: 02-24-2012 CARLISLE PA 17013-3019 (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 F-- ---------------------------------------------------------------------- - - ----------- ------ - - REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: SHATTO CREEDON WFILE N0.:21 11-0459 ACN: 101 DATE: 12-26-2011 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) •~~ NOTE: T o ensure proper .00 credit 2. Stocks and Bonds (Schedule B) C2) to your account, O O submit the upper portion . 3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) •~~ tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,8 97.41 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 5,897.41 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3.755.58 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 696.47 11. Total Deductions C11) 4,452.05 12. Net Value of Tax Return (12) 1 x445.36 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 1 x445.36 NOTE: If an assessment was issued previouslyx lines 14, 15 and/or 16, 17, 18 a nd 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) ] .445 _ 36 x 045 = 65.04 17. Amount of Line 14 at Sibling rate C17) _0(1 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 )( 15 - .00 19. Principal Tax Due (19)= 6 5.04 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-11-2011 CD014836 .00 65.04 TOTAL TAX PAYMENT 65.04 BALANCE OF TAX DUE ,Op 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. ~~ \~ AJ