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HomeMy WebLinkAbout08-13-12 NOTICE OF INHERITANCE TAX pennsylvania [ l~%~ R'Jt~t€ E(fNT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE , BUREAU OF INDIVIDUAL TAXE INHERITANCE TAX DIVISION ]-t;~ ~QF",~1 4ROCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11) PO BOX 280601 ---J HARRISBURG PA 17128-0601 21112 AUG 13 Ph 12: 22 DATE 08-06-2012 ESTATE OF SHEIBLEY RUTH E DATE OF DEATH 02-10-2011 FILE NUMBER 21 11 - 0220 ~~,Aq~ CO I COUNTY CUMBERLAND KEITH 0 BREN ACN 101 44 W MAIN ST APPEAL DATE: 10-05-2012 MECHANICSBURG PA 17055-6249 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT-ALONG-THIS-LINE RETAIN-LOWER-PORTION FOR YOUR RECORDS REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: SHEIBLEY RUTH EFILE NO.:21 11-0220 ACN: 101 DATE: 08-06-2012 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON. SUPPLEMENTAL RETURN NO. 01 1. Real Estate (Schedule A) (1) .0 NOTE: To ensure proper .00 credit to your account, 2. Stocks and Bonds (Schedule B) (2) 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) .00tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 1,602.53 6. Jointly Owned Property CSchedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 1,602.53 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.00 10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 00 11. Total Deductions (11) 15.00 12. Net Value of Tax Return (12) 1,587.53 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 8,771.01 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) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 8.771 Al x 045 = 394.70 17. Amount of Line 14 at Sibling rate (17) An x 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due C19)= 394.70 TAX CREDITS: PAYMENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID AMOUNT PAID 04-26-2011 CDO14359 19.74 390.00 11-21-2011 REFUND .00 82.90- 03-15-2012 CDO15705 .64- 72.22 07-30-2012 REFUND .00 3.72- TOTAL TAX PAYMENT 394.70 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 DU FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.