HomeMy WebLinkAbout01-16-07
01-09-2007
SHEAFFER JR
08-23-2006
21 06-0754
CUMBERLAND
101
APPEAL DATE: 03-10-2007
( See reverse side under Objections)
Amount Re.ittedl ~
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,-NOTICE OF INHERITANCE TAX
('4AA~~ISEMENT, ALLOWANCE OR DISALLOWANCE
\, ,'OF,' DEDUCTIONS AND ASSESSMENT OF TAX
I \ C P\''I \'2~ 00
')1'\,1\1 \ ~ l\ 0
L\!U vH
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID J LENOX
THE WILEY GROUP
130 W CHURCH ST
DILLSBURG
cn\/ ("'Y;:
Cl,-i-:(~, ';:':;--., IPl'
, '\"" ,\: \, \ '
rot 1,C, , " " "''''''
O '-"'" -"
,(\, \r',' "
\'"'\ \\r-'-'~
;J\.J -.
PA 17019
'*
REV-1547 EX AFP (06-05)
CLAYTON
B
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHEAFFER JR CLAYTON B FILE NO. 21 06-0754 ACN 101 DATE 01-09-2007
T AX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
(
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !bh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
R ITS:
T
DATE
11-15-2006
Cl5) .00 X 00 .00
(16) 88,606.10 X 045 = 3,987.27
Cl7) 1,000.00 X 12 = 120.00
(18) 1,500.00 X 15 = 225.00
Cl9)= 4,332.27
AMOUNT PAID
4,115.66
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)
100,720.85
13,917.56
.00
.00
3.484.23
.00
4,320.03
(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)
ClO)
20,846.00
490.57
(11)
Cl2)
Cl3)
Cl4)
NOTE:
RE I
NUMBER
CD007448
(+
PAID (-)
216.61
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
122,442.67
:;11 .~31'> 1i7
101,106.10
10,000.00
91,106.10
4,332.27
.00
.00
.00
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. ,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE q(lEtL
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS')~LJ