HomeMy WebLinkAbout07-30-10NOTICE OF INHERITANCE TAX
-A,R~PRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TA)E~S ~- ; ,~-
INHERITANCE TAX DIVIS.IgN. - ~' OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - -`
HARRISBURG PA 17128-460'1" -' '"
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BARBA~'Ai` ~i~•"SHADE ' ", , r~
311 8TH ST
NEW CUMBERLAND PA 17070-1303
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c5) 113, 518.57
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CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEAFFER VERNA SFILE N0.:21 10-0200 ACN: 101 DATE: 07-26-2010
TAX RETURN WAS: C 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 (12-09) r
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) _ 113,518.57
c9) 13,277.42
cloy. 1 , 213.74
11. Total Deductions C11) _ 14,491.16
12. Net Value of Tax Return (12) _ 99, 027.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 99, 027.41
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C 16) 99.0?7 _ 41 X 045 = 4 , 456.23
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 (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 4,456.23
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-07-2010 CD012719 222.81 4,233.42
DATE 07-26-2010
ESTATE OF SHEAFFER VERNA S
DATE OF DEATH 02-11-2010
FILE NUMBER 21 10-0200
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 4,456.23
BALANCE OF TAX DUE .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 FORM FOR INSTRUCTIONS,. ,l
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