HomeMy WebLinkAbout07-25-14 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX{11-96)
DEPARTMENT OF REVENUE
BUREAU OP INDIVIDUAL TAXES
OEPT.280601
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 019468
SHETRON TERRY
1505 WALNUTBOTTOM RD
NEWVILLE, PA 17241
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
--------- --------
101 ( $39.84
ESTATE INFORMATION: SSN: ( ��
FILE NUMBER: 2113-0470
DECEDENT NAME: SHEAFFER MARGARET M
DATE OF PAYMENT: 07/25/2014
POSTMARK DATE: 07/24/2014
COUNTY: CUMBERLAND
DATE OF DEATH: 03/14/2013
TOTAL AMOUNT PAID: $39.84
REMARKS:
CHECK# 1293
INITIALS: DB1
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVI➢UAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX V DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 260601
HARRISBURG. PA 17128-0601
DATE 07-14-2014
ESTATE OF SHEAFFER MARGARET M
DATE OF DEATH 03-14-2013
FILE NUMBER 21 13-0470
COUNTY CUMBERLAND
DIETRICH CPA WANDA K ACH 101
1134 KENNEBEC DR APPEAL DATE: 09-12-2014
CHAMBERSBURG PA 17201-2809 (See reverse side under Objections)
Amount Remitted I-P --I
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 i-
REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
O ' DEDUCTIONS AND ASSESSMENT OF TAX
ACN: 101 DATE: 07-14-2014
CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule 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 payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 29,097.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 262,026.00
8. Total Assets (a) 291 .1 .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 23,759.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4.027.00
11. Total Deductions (11) 27,786.00
12. Net Value of Tax Return (12) 263,337.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Sub]ect to Tax (14) 263,337.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 eqd/or
reflect figures that include the total of all returns assessed toCdee. .t,= .x,
ASSESSMENT OF TAX: g:::0 -D
15. Amount of Line 14 at spousal rate (15) .00 X 00 rT-+ C ,djj!_J
r t T
16. Amount of Line 14 taxabl¢ at lineal rate (16) 9A;•;47 00 X 04 t 11 0.00. ,.
17. Amount of Line 14 at sibling rate (17)_ -0O x GO I
18. Amount of Line 14 taxable at collateral rate (18) .00 X .15
19. Principal Tax Due r0.00- 0
TAX CREDITS: =
m
PAYMENT RECEIPT DISCOUNT (+) fAMDUNT fPAID DATE NUMBER INTEREST/PEN PAID (-) ;C7-
03-06-2014 CDC18856 .00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-07-2014 TAX PAYMENT 11=850.00
BALANCE OF TAX DUE - .00
INTEREST AND PEN. 79.68 yy
3q.8
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.
CERTIFIED PUBLIC ACCOUNTANTS
Lynn C.RoM CPA Ra= stolhagfer
Todd F.Stone ll&I,CPA
L.Devid Law,CPA ._
Wanda K.Dietrkh,CPA - -
Jodi Frank Zeta,CPA
Norman L.Myers 11,CPA,CCIFP
Wiliam E.Sanders,CPA
Jennifer S.Gable,MBA,CPA
Michael C.Bdhrman,CPA
Michael L Rider,CPA
Randall E.Zook,CPA
Karen L.Durldsh,CPA
Dennis J.Shiridle•A,CPA
July 18, 2014
2 �.
zzZ C/„ U
Jessica Koser Terry Shetron Patricia T—k `-
131 Springfield Road 1505 Walnut Bottom Road P.O. Box C. = =
Shipperlsburg, PA 17257 Newville,PA 17241 Walnut eobtem;PA - r;
. 17266 D r
Re: Estate of Margaret M. Sheaffer
chinibers a
1134 Kennebec Drive Dear Co-Executors:
Chamberstxn,PA 17201
717-264-5961 Attached is correspondence received from the Pennsylvania Department of �q k
Fax.717-2867377 Revenue accepting the Inheritance Tax Return we filed on behalf of the Margaret M.
_ 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.Baltimore Street your check remittance,please reference File N 21-13-0470 for proper credit to the
Greencastle,PA 17225 -
717-597-9724 estate account.
717-3284122 - -
Fax:717.6974043 As always,should you have any.questions,please feel free to contact me.
S cetefy,
East Berlin
104 Locust Street .
East Saar,PA 17316
717-901-0568
Fax:717-259-0090 Charlene L.Feuchtenberger,CFI
Tax Specialist
York Attachment: 1
190 Arsenal Road - -
York,PA 17404 ,
717-854-3700
Fax:717-854-3701 '
RotEvulsbmeeBecoorn
. . . ! �
-
� . \� i
� »ce -
a -� �
4 R « -
&
\ ® �
.p .. .
� «}
. \ . l
�
N
W cy-, ƒ �
: 06 \ % � \
f ® k
Cl
\ c �
z o
\/2