HomeMy WebLinkAbout08-15-08COM DEPARTMENT OF EREVENUE NIA
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT E MYERS
100 YORK RD
NEW CUMBERLAND
NOTICE OF INHERITANCE TAX
AppRAISEMENT ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
CU~IC ~ ~~ l ,,~~ ~ 0~
PA 17070
REV-1547 EX AFP (06-05)
DATE 08-11-2008 H
SHAFFER EDNA
ESTATE OF
DATE OF DEATH 03-19-2008
FILE NUMBER 21 08-0351
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-10-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE_____ ~ __RETAIN_LOWER_PORTION FOR YOUR_RECO_RDS_________
" " ""~~~ ALLOWANCE OR
R
ASSESSMENT OF
REV-1547 EX AFP (03-05)DISALLOWANCENOFRDEDUCTIONS AND
1 DATE 08-11-2008
EDNA H FILE N0. 21 08-0351 10
ACN
SHAFFER
ESTATE OF
C X) CHANGED SEE ATTACHED NOTIC
TAX RETURN WAS: ( ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN C1) 140,584.92 NOTE: To insure proper
our account,
t to
1. Real Estate (Schedule A) C2) .00 credi
submit y
the upper portion
2. Stocks and Bonds (Schedule B) (3)
hedule C)
(S ,00 of this form with your
c
3. Closely Held Stock/Partnership Interest
C4) ,00 tax payment.
4. Mortgages/Notes Receivable (Schedule D)
(Schedule E) 14.447.50
5. Cash/Bank Deposits/Misc. Personal Property
C6) 2 1,4 94.19
6. Jointly Owned Property (Schedule F) C7) ,00
176,526.61
7. Transfers (Schedule G)
cB)
g, Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
(Schedule H)
39,806.37
9. Funeral Expenses/Adm. Costs/Misc. Expenses
C10) =~'
'
10. Debts/Mortgage Liabilities/Liens (Schedule I) C11J ;7
;q S 06.
136,720.24
11. Total Deductions c12) ,00
12. Net Value of Tax Return
/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (14) 136,720.24
13. Charitable
14. Net Value of Estate Subject to Tax
7
~
a
and 19 will
date
to
assessed
NOTE: If an assessment
Ptheitotal~ofiALL returns ,
that include
reflect figures 00
ASSESSMENT OF TAX:
c15)
f Line 14 at Spousal rate ,00 X 00 =
720.24 X 045.
136 ,
6,152.41
C16)
15. Amount o
ount of Line 14 taxable at Lineal/Class A rate
A ,
,00 X 12 ,00
(17)
m
16.
17. Amount of Line 14 at Sibling rate
t Collateral/Class B rate C18)
.00 X 15
.00
6,152.41
18. Amount of Line 14 taxable a c19)-
19. Principal Tax Due
DATE ^""°"
-03-2008 CD0095
~+) I AMOUNT PAID
SAID (-)
307.62 6,862.50
TOTAL TAX CREDIT 7,170.12
BALANCE OF TAX DUE 1,017.71CR
INTEREST AND PEN. .00
TOTAL DUE 1,017.71CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1. NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. AFREFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS DUE
REV-1170 EX (8-88)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
FILE NUMBER
DECEDENTS NAME
Edna H. Schaffer 2108-0351
REVIEWED BY
Anita McCully ACN 101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
H B-11 The deduction for real estate settlement costs is reduced from $18,076.79 to $11,214.29 as
escrow for inheritance tax is not an allowable administrative expense.
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