HomeMy WebLinkAbout02-11-11rn ~~ r~,~~-, t+~0-,3rE~wOF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES f.,>; ,~' ~, •- ,e
INHERITANCE TAX DIVISION ! t~i„11.p~'•,' p~~(j,'~'~~~~N$ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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ANDREW C SHEELY ESQ
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055
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DEPARTMENT OF REVENUE
REV-1.547 EX AFP (12-10)
DATE 02-07-2011
ESTATE OF MEFFERD VIOLET M
DATE OF DEATH 03-29-2009
FILE NUMBER 21 09-0594
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-08-2011
(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 _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MEFFERD VIOLET MFILE N0.:21 09-0594 ACN: 101 ___________
OR
DATE: 02-07-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 0,5 5 2.5 b
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (8) 20 , 552.56
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1.0 8 4.3 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7 8 8.0 0
11. Total Deductions C11) 1,872.30
12. Net Value of Tax Return C12) 18,680.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 1 , 227, 954.10
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) 1 .? 7.954_ ] 0 X 045 ~= 55,257.93
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 rate (18) .0 0 X 15 •= .0 0
19. Principal Tax Due (19)= 55,257.93
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-25-2009 CD011401 2,500.00 47,500.00
12-28-2009 CD012150 .00 4,417.39
11-10-2010 CD013631 29.26- 870.05
TOTAL TAX PAYMENT _ 55,258.18
BALANCE OF TAX DUE .25CR
INTEREST AND PEN. .00
TOTAL DUE .25CR
* 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.
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