HomeMy WebLinkAbout02-19-13BUREAU DF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS-AND ASSESSMENT OF TAX
CHARLES E SHIELDS III CLERK :. :" pCN 101
6 CLOUSER RD OFi P.'I (+,'; S' ~'~:; ..( APPEAL DATE: 04-12-2013
MECHANICSBURG PA 17 $i7~j~, a+i^. r~. (See reverse side under Objections)
(1)
(2) 180,900.00
1,926.40
c3) .00
c4) .00
c5) 488,268.32
cc) .00
.-,. .00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: THOMAS WILLIAM HFILE N0.:21 10-0501 ACN: 101 DATE: 02-I1-2013
TAX RETURN WAS: (X ) 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 L)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. P¢rsanal Property (Schedule E7
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Atlm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
~ pennsylvani=
DEPARTMENT OF REVENUE
REV-154] EX AFP (89-12)
NOTE: To ensure proper
cretlit to your account,
submit the upper portion
of this farm with your
tax payment.
ce) 671.094.72
(q) 73.775.39
(10) 1.222.85
11. Total Deductions (11) 74,998.24
12. Net Value of Tax Return (12) 596,096.48
13. Charitable/Governmental Bequests; Non-eleekatl 9113 Trusts (Schedule J) (13) 22.850.52
14. Net Value of Estate SuDOe<t to Tax (14) 573.245.96
NOTE: If an assessment was issued previously, Lines 14, 15. 16. 17, 18 and/or 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
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 at sibling rake
18. Amount of Line 14 taxable at collateral rate
19. Principal Tax Due
TAX CREDITS:
as) .00 x 00 = .00
(ls) F:7D•~~~-oA x 045 = 25,670.07
nn nD x 12 - .00
cle) 2,800.00 x 15 = 420.00
n9)= 26,090.07
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-28-2010 CD013117 1,250.00 23,750.00
11-21-2012 CD016824 53.01- 1,143.08
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-22-2012 TOTAL TAX PAYMENT 26,090.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. 5.18
TOTAL DUE 5.18
• IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCRJ. YDU MAY BE ~liE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ~("
RECCRD~'3 tiF`'~GE CF
REGIS"~'i OP :'1L.~-~ DATE 02-11-2013
ESTATE OF THOMAS WILLIAM H
1y11~ ~LU 1 n ~, i '_ f y'DATE OF DEATH 05-09-2010
L 1J BILE NUMBER 21 10-0501
COUNTY CUMBERLAND
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013