HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL rgxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE %7pennsytvania
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 AFP (08-13)REV-1547 EX
HARRISBURG PA 17128-0601
DATE 07-14-2014
ESTATE OF SHEAFFER MARGARET M
DATE OF DEATH 03-14-2013
FILE NUMBER 21 13-0470
DIETRICH CPA WANDA K COUNTY CUMBERLAND
1134 KENNEBEC DR ACN 101
CHAMBERSBURG PA 17201-2809 APPEAL DATE: 09-12-2014
(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 -----y _-RETAIN LOWER PORTION_ FOR YOUR RECORDS 4
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEAFFER MARGARET MFILE NO. :21 13-0470 ACN: 101 DATE: 07-14-2014
TAX RETURN WAS: ( X) ACCEPTED qS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) NOTE: To ensure proper
(2) .00 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) . 00 tax payment.
of this form with your
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 29,097. 00
6. Jointly Owned Property (Schedule F) . 00
C6)
7. Transfers (Schedule G) 262,026.00
8. Total Assets (7)
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 291 ,123.00
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9)_ 23.759 00
30. Debts/Mortgage Liabilities/Liens (Schedule I)
(iD)- 4.027 00
11. Total Deductions
12. Net Value of Tax Return (11) 27,786.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (32) 263.337. 00
14. Net Value of Estate Subject to Tax (13) 00
(14) 263,337.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 -
16. Amount of Line 14 taxable at lineal rate X 00 _ . 00
(16). AA,A�7 nn X 045 = 1_ 1 ,8_' 50. 00
17. Amount of Line 14 at sibling rate (17) n ;-,
18. Amount of Line 14 taxable at collateral rate - D X 1� _ .`-; . 00
c18) . 00 X 1 - '`•' -
19. Principal Tax Due
TAX CREDITS:
85Q.
PAYMENT RECEIPT '
y.
DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID ..3.' i-
03-06-2014 CDO18856
.00 11 ,850 . 000c '' )
IV L7
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-07-2014 TOTAL TAX PAYMENT
11 ,850. 00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 79.68
TOTAL DUE 79.68
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 FOR INSTRUCTIONS. \
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