HomeMy WebLinkAbout04-30-12NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES `{r_r;¢~ i ~
INHERITANCE TAX DIVISION ~D.F" D~ T NS AND ASSESSMENT OF TAX
PO BOX 280601 ~._ i ~ '. S~ I r
HARRISBURG PA 17128-0601 - - ~ - ..,
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RICHARD C SNELB~~~R~'~i ,;~°~,`('; r-,,' j ~Q
SNELBAKER AND ASSOC
44 W MAIN ST
MECHANICSBURG PA 17055-7400
Pennsylvania .a r i
DEPARTMENT OF REVENUE '
REV-1547 EX AFP (12-1ll
DATE 04-23-2012
ESTATE OF STEFFY EUGENE H
DATE OF DEATH 02-09-2011
FILE NUMBER 21 11-0261
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-22-2012
(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-
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPR AISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: STEFFY EUGENE HFILE N0.:21 11-0261 ACN: 101 DATE: 04-23-2012
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) 696,6 34.31 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) OD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 0 2,554.28
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 105,803.86
8. Total Assets c8) 1.204,992.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 1],624. 3
10. Debts/Mortgage Liabilities/L.iens (Schedule I) (10) 669.6 7
11. Total Deductions C11) 12,293.80
12. Net Value of Tax Return C12) 1 , 192, 698.6.5
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .OD
14. Net Value of Estate Subject to Tax C 14) 1 , 192, 698.65
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 (15) .00 X 00 - .QO
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 ] 9?.698.6n, x 045 = 53,671 .44
17. Amount of Line 14 at Sibling rate (17) _[]0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 53,671.44
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
04-26-2011 CD014356 2,683.57 51,000.00
11-01-2011 CD015146 .00 121.44
TOTAL TAX PAYMENT 53,805.01 _
BALANCE OF TAX DUE 133.57CR
INTEREST AND PEN. .00
TOTAL DUE 133.57CR
• 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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