HomeMy WebLinkAbout12-21-12
NOTICE OF INHERITANCE TAX pennsy vania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601 R C
REsDATE 12-24-2012
ESTATE OF SHIELDS MARY G
t J. r t'= DATE OF DEATH 01-14-2012
FILE NUMBER 21 12-0099
DAVID P PERKINS ESQ COUNTY CUMBERLAND
~`L~~`""~'.~~ ACN 101
ATTORNEY AT LAW ORPHANS' r@°S~Y APPEAL DATE: 02-22-2013
4 JAMES C I R C U M B E R LPA, 1- (See reverse side under Objections)
SHIPPENSBURG PA 17257-2165 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS-4
REV-1547 EX AFP (12--12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHIELDS MARY GFILE NO.:21 12-0099 ACN: 101 DATE: 12-24-2012
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 272, 216.00 credit to your account,
. submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 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) 5,662.79
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 2,275.35
8. Total Assets (8) 280,154.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 33,935.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,816.90
11. Total Deductions (11) 35, 752.44
12. Net Value of Tax Return (12) 244,401.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 244,401.70
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) 243 , 401 .7n X 045 = 10,953.08
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) 1,000.00 X 15 = 150.00
19. Principal Tax Due C19)= 11, 103.08
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-23-2012 CDO16166 .00 10,000.00
10-04-2012 CDO16598 .00 11103.08
TOTAL TAX PAYMENT 11,103.08
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 Y
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. r;'