HomeMy WebLinkAbout02-27-06BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
WAYNE F SHADE
53 W POMFRET ST
CARLISLE PA 17013
DATE 02-20-2006
ESTATE OF VIERING ELLENA M
DATE OF DEATH 05-01-2005
FILE NUMBER 21 05-0422
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-21-2006
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS F- ________
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REV-1547 EX AFP [03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VIERING ELLENA M FILE N0. 21 05-0422 ACN 101 neTG n~-~n-~nnc
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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:
(1) 99,627.14 NOTE: To insure proper
(2) .0 0 credit to your account,
(3) .00 submit the upper portion
of this fora with your
( 4 ) . 0 0 tax payment .
(5) 8 , 981.80
(6) 858.33
(7) .00
(8) 109,467.27
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 23,461.84
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 0.6 29 .47
11. Total Deductions
(11) ~ 4 . 091 _ 31
12. Net Value of Tax Return (12) 75,375.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 75,375.96
NOTE: if an assessment was issued previously, lines 14, 15 andior 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 (16) 75,375.96 X 045. 3,391.92
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 - . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .00
19. Principal Tax Due (lq)= 3,391.92
TOY PDCTITTC.
DATE NUMBER .INTEREST/PEN PAID (-) AMOUNT PAID
07-22-2005 CD005603 168.42 3
200
00
12-22-2005 CD006136 .00 ,
.
23.50
~v~H~ IAJ( GKEiIiT 3,391.92
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE [ IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)