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Home My WebLink About01-08-10BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 ~,~~ t'~Q+T'~1}'OF INHERITANCE TAX ~ApPJtA~S£Mr ALLOWANCE OR DISALLOWANCE .r~ ~iF ; D'~EDI~~!T~'ONS AND ASSESSMENT OF TAX t~. 2atio~A~-$ P3~ -_ ~ ~ C`EE-c~ ~,,f ++^(lk I T pRPHA~v S ,.~~ ~.~~ RICHARD A CAIRO AT7W~R''r" 1204 CHELSEN CROSS MECHANICSBURG PA 17050 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP C12-09) DATE 01-04-2010 ESTATE OF SHAFFER MARY DATE OF DEATH 10-23-2008 FILE NUMBER 21 08-1099 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 03-05-2010 (See reverse side under (Objections) ABlount Rentitted~ 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 RECORDS ~-~* REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPR AISEME NT, ALLOWAt+~CE -------------- OR DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX ESTATE OF: SHAFFER MARY FILE N0.:21 08-1099 ACN: 101 DATE: 01-04-2010 TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SE'E ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) cl) 159,000.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) ,0 0 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00' submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) •OOi tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 60,7 92.84' 6. Jointly Owned Property (Schedule F) (6) 118,737.76, 7. Transfers (Schedule G) (7) .00'. 8. Total Assets c8) 338,530.60 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 71.302.5 3 10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 4 20.1 3 11. Total Deductions ( L Q ) 71 , 722.66 12. Net Value of Tax Return (LR) 266,807.94 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (lb) .00 14. Net Value of Estate Subject to Tax (14) 266,807.94 NOTE: If an assessment was issued previously, reflect figures that include the total 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 lines 14, 15 and/or 16, 17, 18 and 19 will of ALL returns assessed to date. 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) 01-13-2009 CD010770 526.32 07-16-2009 CD011495 .00 c15) .00 X 00 = .00 c16) 266.807.94 x 045 = 12,006.36 cln _ oo x 12 = .00 cls) .00 X 15 = .00 c19)= 12, 006.36 AMOUNT PAID V) Y Y Y• Y Y 1,715.92 TOTAL TAX PAYMENT 12,242.24_ BALANCE OF TAX DUIE 235.88CR INTEREST AND PENS .00 TOTAL DUE 235.88CR ~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CRE1tiIT" (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. . r ,- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 N~T,I ~~ INHERITANCE TAX ~n v~CI~~~~I`~LME~I ;,-, ~LOWANCE OR DISALLOWANCE ,~,,PFJ~~O?UE7~p'!~S AND ASSESSMENT OF TAX 2010 .fAld -$ ~'~ 1 ~ ~ 1 n~ ~. r,r ~~PN a~' ~ ~~~~ `~~~PP. BRUCE J WARSHAWSKY CUP`"`' '~ '' _ " CUNNINGHAM 8~ CHERNICOFF 2320 N 2ND ST HBG PA 17110 C15) . 00 X C16) r +0 .070.76 X C17) .00 X c18) .00 X CUT ALONG THIS LINE ~- RETAIN LDWER PORTION FOR YOUR RECORDS REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAk ESTATE OF: STEELE RODNEY LFILE N0.:21 08-1107 AGN: 101 DATE: OL-04-2010 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) •Op NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) ,OQ credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion 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) 59,888.29 6. Jointly Owned Property (Schedule F) ((,) .Oq 7. Transfers (Schedule G) (7) .00 s. Total Assets cB) 59,888.29 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) cg) 9.8 7-~- 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00 11. Total Deductions C11) 9,817.53 12. Net Value of Tax Return C12) 50,070.76 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C1$] .00 14. Net Value of Estate Subject to Tax C14) 50,070.76 NOTE: If an assessment was issued previously, reflect fiBUres that include the total 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 DATE O1.-04-2010 ESTATE OF STEELE RODNEY L DATE OF DEATH 01-07-2007 FILE NUMBER 2l. 08-1107 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 03-05-2010 (See reverse side under Objections) Amount Remitted -~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17018 lines 14, 15 and/or 16, 17, 18 and 19 will of ALL returns assessed to date. 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) 05-26-2009 WRITEOFF .00 06-02-2009 CD011310 2,17- 12-28-2009 REFUND .00 AMOUNT PAID Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP C12-09) 00 = .00 045 = 2,253.18 l2 = .00 L5 = .00 C19)= 2,253.18 G ~ J . J'Y 2,300.00 44.65- TOTAL TAX PAYMENT 2,253.18 BALANCE OF TAX DU'~ .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS DORM FOR INSTRUCTIONS. _T i. _. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 INHERITANCE TAX EXPLANATION OF CHANGES - -- TILL IV VIYIV CII Shaffer, Mary 2108-1099 REVIEWED BY ACN Justin R. Gilmore 101 ITEM SCHEDULE Np, EXPLANATION OF CHANGES Change per correspondence from attorney. Row Page 1