HomeMy WebLinkAbout01-12-15 INHERITANCE TAX pennsytvarna
BUREAU OF INDIVIDUAL TAXES RECORD ADJUSTMENT DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
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Pp BOX 280601 REV-1593 EX AFP (12-13)
HARRISBURG PA 17128-0601
DATE 12-24-2014
ESTATE OF SHEAFFER MERYL H
DATE OF DEATH 12-08-2007
FILE NUMBER 21 13-0559
COUNTY CUMBERLAND
ACN 101
DAVIS ESQ GLENN R Amount Remitted
STE 140
1700 BENT CREEK BLVD
MECHANICSBURG PA 17050-1870 MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE -♦ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1593 EX AFP (12-13) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF: SHEAFFER MERYL H FILE NO. :21 13-0559 ACN: 101 DATE: 12-24-2014
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A) Cl) .00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 27,749.86
6. Jointly Owned Property CSchedule F) (6) 0 0
7. Transfers (Schedule G) (7) .00
S. Total Assets
DEDUCTIONS AND EXEMPTIONS:
(8) 27,749.86
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H) (9) 11,681.74
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
12. Net Value of Tax Return (11) 11,681.74
(12) 16,068. 12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 0 0
14. Net Value of Estate Subject to Tax (14) ^- t�1 9b
TAX:
G> Fyl E�
15. Amount of Line 14 at Spousal rate G p U G? Q
(15} .00Xz-40;0= CJ) 0
16. Amount of Line 14 taxable at Lineal/Class A rate
(16) 16,068. 12Y.` . , 7r0�+
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18) � Q
19. Principal Tax Due .00 1`5 (f) 0d1
TAX CREDITS: (1g)
720
PAYMENT RECEIPT DIS 0 N C+) ^�1rn
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID W CC:)
03-31-2014 CDO18966 t) _n
.00 723.07--
03-31-2014 WRITEOFF .00 151 .33
TOTAL TAX PAYMENT 723,07
ALANCE OF TAX DUE .00
INTEREST AND PEN. ,0Q
TOTAL DUE 00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BEDUE
S
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTION .}
REV-1470 EX(01-10)
kis penn$ytvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION 12/8/2007
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, 17128-0601
DECEDENTS NAME FILE NUMBER
Meryl H. Sheaffer 21 13-0559
REVIEWED BY
ACN
Steven -Agent# 193 101
ITEM
SCHEDULE NO., EXPLANATION OF CHANGES
The interest assessed on the tax due for the above-referenced.estate has been waived.
ROW
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