HomeMy WebLinkAbout08-31-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUA~~~i~X~~ ~•' ~ ,-~~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISI01~ ! ~ ~} ' ~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~ ~ `;!~ ~ (~
HARRISBURG PA 17128-0601 ~' ~'"~~`~ `_' ~ • - -`~
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THOMAS P~ ~ '*~~, ^~. ~~
213 MARKET ST
8TH FLOOR
HARRISBURG PA 17101
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE OS-22-2011
ESTATE OF SCHEFFEY MARGARET B
DATE OF DEATH 11-17-2010
FILE NUMBER 21 10-1202
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-21-2011
(See reverse side under Objections)
ABaount Re~itted
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 ~
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHEFFEY MARGARET BFILE N0.:21 10-1202 ACN: 101 DATE: 08-22-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) 51 , 151.26
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 74,901.4 3
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) b3, 164.11
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets (8) 189.216.80
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 15 ,176.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 332.29
11. Total Deductions (11) 15,508.79
12. Net Value of Tax Return (12) 173,708.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 173,708.01
NOTE: If an assessa,ent 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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 73. 708 _ O1 X 045 = 7, 816.86
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)° 7,816.86
TAX CREDITS:
DATE I ,NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
05-24-2011 CD014505 .00 7,816.86
TOTAL TAX PAYMENT 7,816.86
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 D~
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.