HomeMy WebLinkAbout12-05-11 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 260601
HARRISBURG PA 171.2E-0601
KEITH 0 BRENNEI~AN
44 W MAIN ST
MECHANICSBURG
NOTICE OF INHERITANCE TAX
APB? E,B•EMENT,,_~- ANCE OR DISALLOWANCE
~D~iIUCT,Ib~~iD ASSESSMENT OF TAX
`.
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
__r _~ n. +~ DATE 1:L-28-2011
$'~~ ~~°V `~ ~~~ a ~,~ ESTATE OF SHEIBLEY RUTH E
DATE OF DEATH 02-10-2011
(,~~{~}~ ~r FILE NUMBER 2'1 11-0220
Q~{pi-{pN~,; iOL1?. COUNTY CUMBERLAND
~'~"" ~ ~j~ `;~l PQ ACN 101
~'~}~3 ~~ APPEAL DATE: 01-27-2012
PA 17055 (See reverse side under Objections)
A~ount Resitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE P.A 17013
CUT ALON_6 THIS LINE _ -~- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~- _ _______________
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT,-ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEIBLEY RUTH EFILE N0.:21 11-0220 ACN: 101 DATE: 11-28-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) •00 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes R@ceivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposit3/Misc. Personal Property (Schedule E) C5) 13,4 60.94
6. Jointly Owned Propperty (Schedule F) (6) .0 0
7. Transfers CSchedu~e G) (7) .00
8. Total Assets (8) 13 , 460 .94
APPROV ED DEDUCTIONS I~ND EXEMPTIONS:
9. Funeral Expenses/M1dm. Costs/Misc. Expenses (Schedule H) (9) 5,357.90
10. Debts/Mortgage Liabilities/Liens (Schedule L) C10) 919.56
(11) 6,277.46
11. Total Deductions
12. Net Value of Tax ~teturn (ly) 7, 183.48
13. Charitable/Governjnental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 7, 183.48
NOTE: If an assessilent was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19 will
reflect figulFes 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) 7 .183.48 x 045 = 323.26
17. Amount of Line 14' at Sibling rate (17) -00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 323.26
TAX CREDITS:
PAYMENT RECIEIPT DISCOUNT ~+~ AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-26-2011 CDO 4359 16.16 390.00
11-21-2011 REFWND .00 82.90-
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
323.26
.00
.00
.00
^ IF PAID AFTER DATE INDaCATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MA~ DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUC