HomeMy WebLinkAbout05-05-06
05-01-2006
SHIVEL Y
02-18-2005
21 05-0519
CUMBERLAND
101
APPEAL DATE: 06-30-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PY!_~~P~~_!~!~-~!~~------~___~~!~!~_~9~~~_~9~!!9~_fQ~_!QY~_~~~Q~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CARRIE A FILE NO. 21 05-0519 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
----, ,\ :;~ :NQTICIr' DF:r'INHERIT ANCE TAX
: '~A'~RA3:SEHENt~-ALtOWANCE OR DISALLOWANCE
-,' OF-OEDOCTIOHSAND ASSESSMENT OF TAX
':;. 3!.f DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
-,J
JOHN MCCREA
PO BOX 341
NEWVILLE
PA 17241
ESTATE OF
SHIVELY
REV-1547 EX AFP (06-05)
CARRIE
A
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 05-01-2006
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect figures that include the total of ~ 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
.00 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
75,715.99 X 15 = 11,357.40
(19)= 11,357.40
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. 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
63,160.00
.00
.00
.00
22.767.06
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage 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)
6,991.25
3.219.82
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
85,927.06
10.211.07
75,715.99
.00
75,715.99
TAX CREDIT~:
1<"'.."'......, l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-02-2006 CD006389 .00 10,400.00
03-10-2006 CD006421 .00 957.40
03-10-2006 .ftD006422 200.00- 200.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-11-2006 TOTAL TAX CREDIT 11.357.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. 1.39
TOTAL DUE 1.39
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ,~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE \
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)