HomeMy WebLinkAbout06-15-12~y~~,~ E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~LtL%' ~~rr T, ALLOWANCE OR DISALLOWANCE
INHERITANCE rAX DIVISION ~F^iCY~'~~~~;^L~,~~I~jTIONS AND ASSESSMENT OF TAX
PO BOX 280601 i ,~ 3.a'J ~ `'` '
HARRISBURG PA 17128-0601
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WM D SCHRACK I I~~~~D ~'~'' PA
124 W HARRISBURG ST
DILLSBURG PA 17019-1268
C1) •00 NOTE: To ensure proper
c2) 3, 157.62 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) • 00 tax payment.
c5) 37, 166.10
c6) 30,813.89
(7) 72,800.83
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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: SHIVELY VIVIAN JFILE N0.:91 It-n~ol er_N~ lni neTV. nc_ „_on,-~
TAX RETURN WAS: CX) 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)
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
cs) 143.938.44
C9) 13.433.50
clo) 4.417.53
11. Total Deductions (11) _ 17,851.03
12. Net Value of Tax Return (12) 126,087.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .00
14. Net Value of Estate Subject to Tax (14) _ 126, 087.41
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 196.OR7.41 X 045 = 5,673.93
17. Amount of Line 14 at Sibling rate C17) .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 C19)= 5,673.93
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
08-11-2011 CD014842 283.70 6,250.00
TOTAL TAX PAYMENT 6,533.70
BALANCE OF TAX DUE 859.77CR
INTEREST AND PEN. .00
TOTAL DUE 859.77CR
* 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.
DATE 06-11-2012
ESTATE OF SHIVELY VIVIAN J
DATE OF DEATH 05-26-2011
FILE NUMBER 21 11-0691
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-10-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013