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Home My WebLink About07-24-14 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX{11-961 DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 019463 KOSER JESSICA 131 SPRINGFIELD RD SHIPPENSBURG, PA 17257 ACN ASSESSMENT AMOUNT CONTROL NUMBER ------ Ion --------- 101 $39.84 ESTATE INFORMATION: SSN: { FILE NUMBER: 2113-0470 DECEDENT NAME: SHEAFFER MARGARET M { DATE OF PAYMENT: 07/24/2014 { POSTMARK DATE: 07/24/2014 COUNTY: CUMBERLAND DATE OF DEATH: 03/14/2013 { TOTAL AMOUNT PAID: $39.84 REMARKS: CHECK# 1497 INITIALS: DB1 SEAT- RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS TAXPAYER NOTICE OF INHERITANCE TAX pennsylvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE C.1� INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE PO BOX 280601 HARRISBURG PA 17126-0601 REV-1547 EX AFP (08.13) 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 C APPEAL DATE: 09-12-2014 HAMBERSBURG PA 17201-2809 (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 t--.� ______ ___ REV-1547 EX AFP C08-13) NOTICE OF ----- TANCE TAX APPRAISEMENT, ALLOWANCE OR DEDUCTIONS AND ASSESSMENT OF TAX At 101 DATE: 07-14-2014 APPRAISED VALUE OF RETURN BASED ON: ) cHANCSn ORIGINAL RETURN 1. Real Estate (Schedule A) 2- Stocks and Bonds (Schedule B) (1) .00 NOTE: To ensure Proper 3. Closely Hold Stock/Partnership Interest (Schedule C) C2J •00 submit to your account, C3) 00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) �— of this form with your S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5)------?9 tax payment. 6. Jointly Owned Property (Schedule F) (6)�OU 7. Transfers (Schedule 6) 2621026.00 B. Total Assets (7) APPROVED DEDUCTIONS AND EXEMPTIONS: (a) — 291 1 nn 9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9)— 23.7 9 DD 10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 4.0 7 00 11. Total Deductions 12. Net Value of Tax Return (11) 27,786.00 13, Charitable/Governmental Bequests; Non-elepted 9113 Trusts (Schedule J) (12) 263,337.00 14. Net Value of Estate Subject to Tax (13) (14) 263.337 00 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19,.w.III reflect figures that include the total of all returns assessed to Coate. ASSESSMENT OF TAX: _ ° �_a 15. Amount of Line 14 at spousal rate O T) --Fq 16. Amount of Line 14 [75) .00 X 00 70 taxable at lineal rate '0 Y? 17. Amount of Line 14 at sibling rate x 045'mri ,- -11�$50.00:'�X 12 lE. Amount of Line 14 taxable at collateral rate '0 39. Principal lax Duo c16) .00 x .15 .DO TAX CREDITS: Cl s)- `._11, --r Qom% PAYMENT RECEIPT DISCOUNT (t) S DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID r i7 03-06-2014 CDO18856 •00 1 1850.00 — BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-07-2014 TOTAL TAX PAYMENT 11 ,850.00 BALANCE OF TAX DUE .DO INTEREST AND PEN. 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. CERTTIFFfED POO L tC ACCOUNTANTS Lyas C.ROM CPA RO fj stO e Vf ery Todd F.Stonesffer,CPA L.DaM Law,CPA - Wanda K.Dietrich,CPA Jodi Frank Zels,CPA Norman L.Myers 11,CPA,CCIFP Wif!iam E Sarxier5,CPA Jennifer S.[i",MBA,CPA MidWJ C.Suhnnan,CPA MWOM L Rider,CPA Randall E.Zook,CPA . Karen L.Durkish,CPA Dennis J.Shindto,Jr,.CPA July 18,2014 Jessica Koser Terry Shetron Patricia Tuck 131 Springfield Road 1505 Walnut Bottom Road P.O. Box 27 Shippensburg, PA 17257 Newvllle,PA 17241 Walnut Bottom,PA . 17266 zT Re: Estate of Margaret M. Sheaffer 114�� u? r 3Krc Dava Bear Co-Executors: c C 7-264.5961 PA 17201 717-264-5981 �f L Fax:717.264-7377 Attached is Correspondence received from the Pennsylvania Department't73. iV t Revenue accepting the Inheritance Tax Return we filed on behalf of the MT'fgaret M. r --- - Sheaffer Estate. The return was accepted as filed, however, due to the late filing, the state did assess interest of$79.68. Please remit a check payable to Register of Greencastle Wills and forward to the Register of Wills office at the address noted above_ On 643A E.sat,PA 1 225 our check remittance, lease reference File#21-13-0470 for proper credit to the (ireencas8e,PA 17225 y D 717-591-8724 estate account. 7173284122 Fax:717.597-4043 As always,should you have any questions,please feel free to contact me. S cerely, t2astaeritn 104 L Street East t3edin,edln,PA 17316 � , 717.801.0568 Fax 717-25s-0oso Charlene L.Feuchtenberger,CFIR Tax Specialist York Attachment: 1 190 Arsenal Road . York.PA 17404 717-854,3700 Fax:717.854-3701 RobandStonesiter corn � � I ; I � � � l � � � � I IQ� � � � � . � 11 � I , I ! � I � , � � � � � � i � � �� i � � I I � ► � 1 � � �F�QP`J�D QFF�.,E QF .ay, LCif�{.lUL24 P�i12�+42 lf�..4(Nl ORI RWS COURT GUMBERWND CO.. PA w