HomeMy WebLinkAbout08-27-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ._
PO BOX 280601
HARRISBURG PA 17128-0601
• -~,
- _;~ NOTICE OF INHERITANCE TAX
APPRA=TSEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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GARY L JAMES ESQ
134 SIPE AVENUE
HUMMELSTOWN PA 17036
C1) 203,855.40
c2) 73, 301.28
c3) .00
c4) .00
~5) 81 , 685.39
c6) .00
c7) 72, 758.48
CUT ALONG THIS LINE -'~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHEAFFER LILLIAN AFILE N0.:21 10-0091 ACN: 101 DATE: 08-23-2010
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 i ~¢
DEPARTMENT OF REVENUE ~~
REV-1547 EX AFP C12-09)
NDTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 431 , 600 .55
c9) 24 , 894.50
clo) 940.00
11. Total Deductions X11) 25,834.50
12. Net Value of Tax Return X12) 405,766.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 Net Value of Estate Subject to Tax (14) 405, 766.05
.
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 d ate.
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 (16) 405 , 766 _ 05 X 045 = 18 , 259 .47
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 18,259.47
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCDUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-31-2010 CD012548 910.53 17,300.00
06-14-2010 CD012909 .00 48.94
TOTAL TAX PAYMENT 18,259.47
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
DATE 08-23-2010
ESTATE OF SCHEAFFER LILLIAN A
DATE OF DEATH 01-05-2010
FILE NUMBER 21 10-0091
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-22-2010
(See reverse side under Objections
Amount Remitted --~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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