HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ~`-Ap'pRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ .; ~~~ OF, DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 .. - ~-
HARRISBURG PA 17128-0601
ZGU9 JU"r~ 26 Ph 1 ~ 18
CLERK ~~~
PHAN'S CaU~i~ P
JAN M WILEY ~ ~~~_"~`~~,' ter' I ~
THE WILEY GROUP
130 W CHURCH ST
DILLSBURG PA 17019
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ______________
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHEAFFER MERVIN J FILE N0. 21 08-0487 ACN 101 DATE 06-15-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 114,892.88 NOTE: To insure proper
(2) 8 0,4 94.96 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 151,292.72
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 9,352.50
(e) 356, 033.06
e. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 63,073.50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.4 99.12
11. Total Deductions (11) 66.72.62
289,460.44
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule J) (13)
289,460.44
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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
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
(16) 289,460.44 X 045 _ 13,025.72
(ln .00 X 12 .00
(1B) .00 X 15 .00
c19)= 13, 025.72
1 MA MI~GLi I J
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-21-2008 CD010041 651.29 14,535.00
TOTAL TAX CREDIT 15,186.29
BALANCE OF TAX DUE 2,160.57CR
INTEREST AND PEN. .00
TOTAL DUE 2,160.57CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1547 EX AFP (01-09)
DATE 06-15-2009
ESTATE OF SHEAFFER MERVIN J
DATE OF DEATH 04-26-2008
FILE NUMBER 21 08-0487
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-14-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: