HomeMy WebLinkAbout01-07-11_ NOTICE OF INHERITANCE TAX Pennsylvania ~ ~~
-R~~'~~r i, ~,1 „~-~?~?r~~'SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TI%~ES
INHERITANCE TAX DIVISION ~ ~'IP ~ _ "~ ~ OQ~ DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601 ' ''- `~"`~' ' ~~' ~ ~- ' ~ - -- ~'
HARRISBURG PA 17128-0601
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'`~ DATE 01-03-2011
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ESTATE OF SHEAFFER EKMA K
}~~ ~';r DATE OF DEATH D6-13-2010
nC~ 3,,~, ,~.,~, ~~T FILE NUMBER 21 10-0634
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ROGER B
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14
E ACN 101
60 W POMFRET ST APPEAL DATE: 03-0 4-2011
CAR L I S L E PA 17 013 (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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS E-~
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE -
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TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEAFFER EKMA KFILE N0 .:21 10-0634 ACN: 101 DATE: 01-03-2011
TAX RETURN WAS: C X) ACCEPTE D AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate tSchedule A) C1) •0 ~ NOTE• To ensure proper
2. Stocks and Bonds tSchedule B) t2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) t3) •0 ~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable tSchedule D) (4) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E) t5) 140,519.60
6. Jointly Owned Property (Schedule F) ((,) .0 0
7. Transfers (Schedule G) C7) 129, 759.96
8. Total Assets t8) 270 , 279.56
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H) t9) 2 3,9 3 6.10
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,0 3 3.4 0
11 . Total Deductions tll) 24, 9b9.50
12. Net Value of Tax Return t12) 245,310.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts tSchedule J) t13) .0 0
14. Net Value of Estate Subject to Tax C14) 245, 310.06
NOTE: If an assessment was issued previously,
reflec t figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) • 00 X
t16) ?4 ~ . 31 p . Ob X
ti7) . d0 X
C18) . 00 X
00 = .00
045 = 11,038.95
12 = .00
15 = .00
t19)= 11,038.95
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID t-) AMOUNT PAID
10-21-2010 CD013527 .00 10,000.00
10-27-2010 CD013565 .00 487.00
10-27-2010 CD013564 .00 551.95
TOTAL TAX PAYMENT 11,038.95
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.