HomeMy WebLinkAbout09-24-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES n~L~Ji"~t~~~~~(~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION LA lONS AND ASSESSMENT OF TAX
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PO BOX 280601 ~~~ ~ ~ ~ ~" y ~~ I _~,~
HARRISBURG PA 17128-0601
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ROGER B IRWIN E~l,1NEBERI.AND CO.. PA
60 W POMFRET ST
CARLISLE PA 17013-3243
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11>
DATE 09-24-2012
ESTATE OF SHEAFFER JR RALPH L
DATE OF DEATH 02-28-2012
FILE NUMBER 21 12-0672
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-23-2012
(See reverse side under Objections)
Awtount Renittedr-
MAKE CHECK PAYA$LE 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 ~'
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPR _
AISEMENT, ALLOWANCE ____
OR ___________
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEAFFER JR RALPH LFILE N0.:21 12-0672 ACN: 101 DATE: 09-24-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: T o ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) (4) •00 tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,214.07
6. Jointly Owned Property (Schedule F) ((,) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 8.214.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 3,127.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 3, 127.00
12. Net Value of Tax Return C12) 5, 087.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 5,087.07
NOTE: If an assessment was issued previously, li nes 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) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ~. 087 _ 07 X 045 = 228.92
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)= 228.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
06-13-2012 CD016104 .00 217.47
PAYMENT MUST BE MADE BY 11-28-2012*.
TOTAL TAX PAYMENT 217.47
BALANCE OF TAX DUE 11.45
INTEREST AND PEN. .00
TOTAL DUE 11.45
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE Alm
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.