HomeMy WebLinkAbout02-24-12~' ~-
cc -~ F~ .~ 1, ITANCE TAX Pennsylvania ~ 'f
APPRAT~~~I-''A~E~v-E OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION OF D'~.ETI4~1195- 'r~1~~1-SSES.SMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 ~ ~ - ~-~ ~
HARRISBURG PA 17128-0601
?~'2~~824 P 2~ 3~rE o2-20-2olz
ESTATE OF SHELLY ELIZABETH R
CLERK OF DATE OF DEATH 02-20-2011
ORPi-fAN`S v(~~jFtj FILE NUMBER 21 11-0302
~~~~~~~~ r~i;~i) (`fl PQ COUNTY CUMBERLAND
DAVID W REAGER ACN 101
2331 MARKET ST APPEAL DATE: 04-20-2012
CAMP H I L L PA 17 011 (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 ~
-------------------- ------------------------------------------
------------------
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHELLY ELIZABETH RFILE N0.:21 11-0302 ACN: 101 DATE: 02-20-2012
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2.
.00
Stocks and Bonds (Schedule B) (2)
credit to your account,
00 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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 9,781.10
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 9,781.10
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3.2 37.02
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.260.55
11. Total Deductions (11) 5,497.57
12. Net Value of Tax Return (12) 4,283.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 4,283.53
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 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) 4.283.53 x 045 = 192.76
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 192.76
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-20-2011 CD014494 4.83 91.69
08-30-2011 CD014930 .00 10.96
INTEREST IS CHARGED THROUGH 03-06-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 107.48
BALANCE OF TAX DUE 85,28
INTEREST AND PEN. .75
TOTAL DUE 86.03
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (Ot-10) • ~ ~.
~ pennsylvan~a
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENT'S NAME FILE NUMBER
Shelly, Elizabeth 2111-0302
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Change per correspondence.
rtow Pa4e 1