HomeMy WebLinkAbout01-17-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
CHARLES E SHIELDS
6 CLOUSER RD
MECHANICSBURG
NOTICE OF INHERITANCE TAX Pennsylvania `~ ~
APPRAIS~I~M1` : dLLO_WAItI,C~ OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEI~ltCTIQNS AN1~~;lAS~SESSMENT OF TA:X REV-1547 EX AFP Clz-11)
_ i. '.%
,,,:~ DA,TE 01-10-2012
., ~ 7 ~d`f (~ ~ E'`S'~ATE OF YOUNG ROBERT L
DATE OF DEATH 11-15-2010
CL.r_R< ~~,,_
r FILE NUMBER 21 11-0147
C'~~ '~ `~`~ ~ ' " JT CUMBERLAND
r~ ~~ F ; _ ~ COUNTY
- ~~: `='AACN 101
APPEAL DATE: 03-10-2012
PA 17055 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF' WILLS
1 COURTHOUSE SQUARE
CARLISLE P'A 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS E-
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: YOUNG ROBERT LFILE N0.:21 11-0147 ACN: 101 DATE: 01-10-2012
TAX RETURN WAS: C ) ACCEPTED AS FILED C )() CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 181.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 159, 009.72
8 Total Assets C8) 159, 190.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 16.08 3.27
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 16,083.27
12. Net Value of Tax Return (12) 143, 107.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
Net Value of Estate Subject to Tax
14 C14) 143 s 107 .45
.
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 143.107.4F; X 045 = 6,439.84
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 6,439.84
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-12-2011 CD014851 .00 6,471.25
TOTAL TAX PAYMENT 6,471.25
BALANCE OF TAX DUE 31.41CR
INTEREST AND PEN. .00
TOTAL. DUE 31.41CR
* 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.
~ ~ 4
REV-1470 EX (01-10)
~ Pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME
Robert L. Young, Sr.
2EVIEWED BY
Joseph Collins
ITEM
SCHEDULE NO.
F 1
G 5
2111-0147
101
EXPLANATION OF CHANGES
Assets made joint within one year of the date of death are correctly reportable on
Schedule G. The item has been removed from Schedule F.
Assets made joint within one year of the decedent's date of death are taxable at the full
value of the asset, allowing for an exclusion of up to $3,000. The full value of the asset
was reported as $4604.00. Allowing for the exclusion, the taxable value is increased
from zero to $1604.00.
INHERITANCE TAX
EXPLANATION
OF CHANGES
ROW
Page 1