HomeMy WebLinkAbout07-07-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE--
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAB
iNHERiraNCE raX OivisION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
Po BOx zao6ol OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
REV-1547 EX AFP CO1-09)
GARY L JAMES ESQ
JAMES ETAL
134 SIPE AVE
HUMMELSTOWN PA 17036
DATE 06-29-2009
ESTATE OF SCHEAFFER
DATE OF DEATH 03-18-2007 LOUISE R
FILE NUMBER 21 07-0301
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-28-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT ~YMENT TQ:
REGISTER OF WILL .a - ;
CUMBERLAND CO CO(~~{ ~'" ~ ; e
OUSE ~ a
CUT ALONG THIS LINE
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CARLISLE, Pq 17 ~ n t
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--'- LOWER POR_TION_ F
EV-1547 EX AFP COI-09) NOTICE OF INHERITANCE TAX AP
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OR YOUR RECO_R_DS _ ~
c.
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DISALLOWANCE OF DEDUCTIONS AN
ESTATE OF SCHEAFFER
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PRAISEMENT,
~~ 3 fir
D ASSESSMENTA
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LOUISE R FILE N0. 21 07 OF
TA~ Q
-0301 7.
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ACN 10~-
TAX RETURN WAS: (X) DATE b6-29-2fljy9
ACCEPTED AS FIL
RESERVATION CONCERNING FUTURE ED
( ) CHANGED v- c.J
INTEREST
SEE REVERSE
APPRAISED VALUE OF RETURN B
ASED ON:
1. Real Estate (Schedule A) ORIGINAL RETURN
2. Stocks and Bonds (Schedule B)
3 C1) •00
NOTE: To insure pro
. Closely Held Stock/Partnership Interest (Schedul per
C2) •00 credit to your account,
e C)
4. Mortgages/Notes Receivable (Schedule D) (3) •00 submit the upper portion
5. Cash/Bank Deposits/Misc. Personal Pro ert
p
(S (4) of this form with your
.00 tax payment
chedule E)
y
6. Jointly Owned Property (Schedule F) .
(5) 625.00
7. Transfers (Schedule G) (6) 90.41
B• Total Assets (~) 46,083.90
APPROVED DEDUCTIONS AND EXEMPTIONS: (B) 46,799.31
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
L0. Debts/Mortga
e Li
16'767.09
(9)
g
abilities/Liens (Schedule I)
11. Total Deductions (10)- ~• 98 4 n
12. Net Value of Tax Return (11) 19 3G~ ro
13. Charitable/Governmental Bequests; Non-elected 9113 T
(12) 2 7,4 3 3.82
14
rust
. Net Value of Estate Subject to Tax s (Schedule J)
C13) .00
NOTE: If an assessment was issued
reflect figures th
t
p
l
~ (14) 27,433.82
a
include
the
total
of ALL
ASSESSMENT OF TAX 17, 18 and 19 will
returnsa
:
15. Amount of Line 14 at Spous
l assessed to date.
a
rate
(15)
16. Amount of Line 14 taxable at Lineal/Class A rat
'pp X 00 = .00
e
17. Amount of Line 14 at Sibling rate (16) 27,433.82 X 045 =
1,234.52
18. Amount of Line 14 taxable at Collateral/Class B •0 0 X 12 =
.00
rate (lg)
19. Principal Tax Due
' • 00 X 15
I
AX rRVnr•r~ _ "
. 00
-
DAT~_I NUMBER
EST/PEN PAID (_) I AMOUNT PAID
c19)= 1 , 234 .52
INTEREST IS CHARGED THROUGH 07-14-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE TOTAL TAX CREDIT
BALANCE OF TAX DUE •00
REVERSE SIDE OF THIS FORM 1,234.52
INTEREST AND PEN.
123.25
IF PAID AFTER DATE INDICATED, SEE REVERSE TO TA L DU E
~ 1,357.77
FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ~~CREDIT~~ (CR), YOU MAY BE niiF
A REFUND. SEE REVERSE crnr ~,- r~.__ __
July 6, 2009
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
RE: ESTATE OF LOUISE R. SCHEAFFER, DECEASED
NO. 21-07-0301
Dear Ms. Strasbaugh:
Enclosed is a copy of the closing letter received from the Department of Revenue
regarding the inheritance tax return filed for the estate of Louise R. Scheaffer. The
letter indicates a balance due of $1,357.77. A copy is enclosed.
When I spoke last with Jessica Scheaffer, she was to have made an arrangement with
the Department of Revenue to pay the tax owed in installments. I do not know what
type of arrangement has been made.
Please contact me if you should have any questions or require additional information.
ESTATE
SECURITY
Denise IVI. Long
dmlydjsdacom
Sincerely,
.TAMES, SMITH, DIETTERICK 8z CONNELLY
LLP
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Enclosures _' ~
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Cc: Jessica Scheaffer GJ
134 SIPS .VENUE
HUMMELSTOWN, PA 17736
MAILING ADDRESS
P_O. BOX 650
HERSHEY PA 1„ ~,
TOLL FREE t9~. ~ .
TEL. 717.53332E
FAX 717.633 7771
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