HomeMy WebLinkAbout09-24-10NOTICE OF INHERITANCE TAX
~'1 ~'~ ~~-~RR12Ek _ ~~s{{,,~~T, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES' ~ T~I`~~
INHERITANCE TAX o1v1s1oN i ,::~ `OF'T.D, I~CICTIONS AND ASSESSMENT OF TAX
PO BOX 280601 f i _. -, _ ~ - ~, a , , .. 1
HARRISBURG PA 17128-0601
2~1~ SAP 24 p 1~~ u>3
CLERIC CF
QRFNA~'J'S il~~ i~'T
ROGER B IRWIN,~`~! ;"~~~,':,; ;~"1 ~;r~
60 W POMFRET ST
CARLISLE PA 17013
C1) .00
C2) .00
C3) .00
C4) .00
C5) 8,540.52
C6) .00
C7) .00
CUT-ALONG-THIS-LINE----- ~ - RETAIN LOWER PORTION-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: SHEAFFER NINA LFILE N0.:21 10-0357 ACN: 101 DATE: 09-20-2010
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)
z -
pennsylvania ~ rt
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) 8,540.52
c9) 6 , 309.48
Clo) 28, 163.81
11. Total Deductions C11) 34,473.29
12. Net Value of Tax Return C12) 25, 932. 77-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 25,932.77-
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 (16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) _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)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
DATE 09-20-2010
ESTATE OF SHEAFFER NINA L
DATE OF DEATH 02-05-2010
FILE NUMBER 21 10-0357
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-19-2010
(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 .00
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 CALCULATIDN OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.