HomeMy WebLinkAbout02-06-13R~~GC^ ~' _^ ^;= `ECG pF
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J)n~ NOTICE OF INHERITANCE TAX
BUREAU OF INpp~",JfD~1l~~1'AX~S r~ ~PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DI/ISIO ~ I ~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17123-0601 !'t ~ ^ ~ ~`r
ORf)fiANS' COllfZT
c~uMa~Fttarva ca., ~A
JAMES W SI~EAFFER
5008 C:EDAI~ CROFT DR
BETHESDA MD 20814-3927
~.~°~~~ pennsyLvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-12)
DATE 01-29-2013
ESTATE OF SHEAFFER JANETTE L
DATE OF DEATH 06-11-2012
FILE NUMBER 21 12-0705
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-30-2013
(See reverse side under Objections
Amount Remitted --~
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX ,AFP (12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEAF=FER JANETTE LFILE N0.:21 12-0705 ACN: 101 _____
OR
DATE: 01-29-2013
TAX RETURN WAS: C X ) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) I1) .0 0 NOTE: To
2.
Stocks and Bonds (Schedule B)
(2)
1,250,847.87 ensure proper
credit to your account,
3. Closely Held' Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 198,898.04
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) I7) 19, 000.00
8. Total A:>sets (8) 1 , 468 , 745.91
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 16.7 04 0 ?
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10] 10.987.30
11. Total Deductions C11) 27,691.32
12. Net Value of Tax Return (12) 1 , 441 , 054.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 5.00 0.00
14. Net Value of Estate Subject to Tax ( 14) 1 , 436 , 054 .59
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 d ate
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) .0 0 X 00 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .436.OF4 ~i9 x 045 = 64,622.46
17. Amount of Line 14 at Sibling rate C17) 00
=
X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .00
19. Principal Tax Due
TAX CREDITS: c19)= 64,622.46
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMDUNT PAID
08-22-2012 CD016420 3,221.05 61
200
00
11-15-2012 CD016786 00 .
,
. 201.50
TOTAL TAX PAYMENT 64,622.55
BALANCE OF TAX DUE .09CR
INTEREST AND PEN. .00
TOTAL DUE .09CR
* 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. n/1
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