HomeMy WebLinkAbout03-17-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SHIELDS CHARLES E III
6 CLOUSER ROAD
MECHANICSBURG, PA 17055
-------- fold
ESTATE INFORMATION: SSN: 175-22-4796
FILE NUMBER: 2105-0270
DECEDENT NAME: COLLINS JAMES L
DATE OF PAYMENT: 03/17/2006
POSTMARK DATE: 03/16/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 03/16/2005
NO. CD 006443
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1.13
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1 .13
REMARKS: C SHIELDS III ESQ
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
03-13-2006
COLLINS
03-16-2005
21 05-0270
CUMBERLAND
101
APPEAL DATE: 05-12-2006
(See reverse side under Objections)
Amount Remitted 1//, /:3 I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9~!_~k9~~_!~}~_k}~~_______)___!~!~!~_~9~~~_~~!!!~~_~~!_r~~!_!~~9!~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF !NHERITANCE TAX APP~AISEHENT, A~LOWA~CE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JAMES L FILE NO. 21 05-0270 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
(}
I'\D \
/ '() .1'
1\ \9\J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG
PA 17055
ESTATE OF
COLLINS
REV-1547 EX AFP (06-05)
JAMES
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 03-13-2006
NOTE: I~ an assessment was issued previouslY. lines 14. 15 and/or 16. 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
206,729.29 X 045 = 9,302.81
.00 X 12 = .00
.00 X 15 = .00
(19)= 9,302.81
~ RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
131,000.00
4.861.53
.00
12,000.00
80.209.51
24,160.73
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
43,897.58
1.604.90
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
252,231.77
45.502 48
206,729.29
.00
206,729.29
.....,........ n...""..... . (+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
06-09-2005 CD005414 382.50 7,267.50
12-21-2005 CD006132 .00 1,652.81
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-22-2005 TOTAL TAX CREDIT 9,302.81
BALANCE OF TAX DUE .00
INTEREST AND PEN. 1.13
TOTAL DUE 1.13
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
"of'
....\
"',
l..,
t..t.
"J
~t'
(.,\
(,~
t (\
i',)
(")
7Q\~';:S'"
~"....,~~
~ '...,:. 0 ~
U.o8~
..... c ~ rJ;
~ rJ; '-< tn
-' ~ ' ,
~~"?~
v 0 r _'
~~?'~
~ ~g-
'"d ~
~ ~
..-
-l
o
U\
U\
-
-
-
-
-
-
:::-
-
...
...
-
---
()o2~
n> :;:) ~ <.g.
-, ro ::> Cf)
~I""'\O"~
~\'''ro ro
ro 0 :l--'
.. C n> 0
\Jgai
':P 0 1""'\_'
~c \'''::::
-.lCf)OCf)
oroc
~(f)~
v.>..o~
c()
n> 0
-, C
ro ~
"::S
o
C
Cf)
ro
-
-
::-
-
-
::-.-
::-
...
:::=
::-
-
::-
~.
'O'l.
~
'9'
7J
iJ
t-\
{/l
OJ
C
7J
G)
~
~
:n
~,
.,.~
r,
........
o~
~
:t
v
~
~
-...j
\-*
U1
-\