HomeMy WebLinkAbout02-22-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REGURDED G~'~'IGE OF
REGl~TER t?F DLL
C~~~ t ~t~ ~ 2 ~~ ~ 2 ~~
CHARLES E SHIELDS III GLER~ (~~'
6 CLOUSER RD Q~~~7H~6~~q,•~COURT
MECHANICSBURG ~'tS't-AiY~~Q., PA
tl) 94, 000.00
t2) 30,532.85
t3) .00
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: BASSETT CHARLES EFILE N0.:21 11-1362 ACN: 101 DATE: 02-18-2013
TAX RETURN WAS: C 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 C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property tSchedule F)
7. Transfers tSchedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens tSchedule I)
t4) .00
t5) 118,502.88
t6) .00
t7) 64,241.42
~. Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t8) 307 , 277.15
t9) 25 , 450 .83
tlo) 424.40
11. Total Deductions C11) 25,875.23
12. Net Value of Tax Return t12) 281 , 401.92
13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax t14) 281,401.92
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 t15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) ~~) •401 _9? x 045 = 12,663.09
17. Amount of Line 14 at sibling rate t17) -D D X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 12, 663.09
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID t-)
AMOUNT PAID
03-02-2012 CD015653 225.00 4,275.00
12-04-2012 CD0168$1 b1.58- 8,226.01
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
12,664.43
1.34CR
.00
1.34CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT tCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
DATE 02-18-2013
ESTATE OF BASSETT CHARLES E
DATE OF DEATH 12-03-2011
FILE NUMBER 21 11-1362
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-19-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013