HomeMy WebLinkAbout07-30-10NOTICE OF INHERITANCE TAX
'" ~'`~~"~"~~' '~YCf~ISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL' .T~X'ES ~"~
INHERITANCE TAx Drv1s1oN ~ ~" ~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
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HARRISBURG PA 17128-0601
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KEITH F SHEFFER ~ ;~~, ''-:;
527 GREASON RD
CARLISLE PA 17015
cl) .00
c2) .00
C3) .00
c4) .00
c5) 187,467.58
c6) 4,329.99
c7) .00
CUT ALONG THIS LINE --- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEFFER WAYNE EFILE N0.:21 10-0190 ACN: 101 DATE: 07-2b-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsyLvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) _ 191 , 797 .57
C9) 4, 114.8
clo) .00
11. Total Deductions (11) _ 4, 114.82
12. Net Value of Tax Return C12) 187, b82. 75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax C14) _ 187,b82.75
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 187.68 _7~ x 045 = 8,445.72
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 8,445.72
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-11-2010 CD012732 422.29 8,023.44
DATE 07-2b-2010
ESTATE OF SHEFFER WAYNE E
DATE OF DEATH 02-15-2010
FILE NUMBER 21 10-0190
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-24-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 8,445.73
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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. ,~