HomeMy WebLinkAbout01-25-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRACI`S'E'M~N'T; rl~4Qid~HCE OR DISALLOWANCE
OF ~;DEZyUCTIO-WS At~t~` ASSESSMENT OF TAX
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MICHAEL A SCHERER ESQ
OBRIEN ETAL
19 W SOUTH ST
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CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
ATE 01-19-2010
'STATE OF SHEAFFER JR HARVEY E
DATE OF DEATH 10-18-2008
FILE NUMBER 21 08-1110
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-20-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG-THIS LINE ~--- RETAIN-LOWER-PORTION FOR-YOUR
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP RAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: SHEAFFER JR HARVEY EFILE N0.:21 08-1110 ACN: 101 DATE: 01-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •~ ~ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 22,530.36 credit to your account,
~ ~ submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) ' of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 31,833.57
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 302, 828.83
8. Total Assets c8) 357, 192.76
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,8 6 4.9 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7 2 2.5 0
11. Total Deductions C11) 14,587.44
12. Net Value of Tax Return C12) 342, 605.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 342, 605.32
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
TAX CREDITS:
c15) .00 x 00 = .00
C16) 342.605.32 x 045 = 15,417.24
cln__ . oo x 12 = . 00
(18) .00 x 15 = .00
c19)= 15,417.24
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-16-2009 CD010781 768.42 14,600.00
07-20-2009 CD011501 .O1- 49.04
TOTAL TAX PAYMENT 15,417.45
BALANCE OF TAX DUE .21CR
INTEREST AND PEN. .00
TOTAL DUE .21CR
~ 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 FORM FOR INSTRUCTIONS. ~.---.()