HomeMy WebLinkAbout11-08-10NOTICE OF INHERITANCE TAX pennsylvan~a h ~
APPR~j~3E;M~E.~F ,.-A~htQWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
U~C-~rIb1~IS~'.1~N~j?'"ASSESSMENT OF TAX REV-1547 EX AFP c12-o9)
INHERITANCE TAX DIVISION OF -DE ~I ~ . -~` ' ~~
PO BOX 280601 ~'~ ~~ ,~v~ ! ~~'' ~ i"•
HARRISBURG PA 17128-0601 ~ ~~ ~ _ ._ ,
L~~UU® _$ DATE 11-01-2010
u ® V P ~~ ~~j ESTATE OF SHEAFFER MARGARET K
DATE OF DEATH 05-29-2010
~~~~t~ (~~ FILE NUMBER 21 10-0895
Q~PI~.~~1'~ k'~~~~T COUNTY CUMBERLAND
FOREST N MYERS ~~~,~~?~'~! m,t~.?I°,~ ~,^, ~~ ACN 101
137 PARK PLACE W f~„„-~' APPEAL DATE: 12-31-2010
S H I P P E N S B U R G P A 17 2 5 7 (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 --i RETAIN LOWER PORTION FOR YOUR RECORDS E'--
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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 0F: SHEAFFER MARGARET KFILE N0.:21 10-0895 ACN: 101 DATE: 11-01-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) CL) •0 0 NOTE: To ensure proper
.0 0 credit to your account,
2. Stocks and Bonds (Schedule B) C2)
.0 0 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) 1,17 0.01
6. Jointly Owned Property (Schedule F) C6) 2, 361.13
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 3,531.14
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4,36 4.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5 5 9.2 9
11. Total Deductions C11) 4,923.29
12. Net Value of Tax Return C12) 1,392.15-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate SubJect to Tax C14) 1,392.15-
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 C16) .0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due t19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
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 CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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