HomeMy WebLinkAbout06-17-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
'~PRAISEHENT, ALLOIlANCE OR OISALLOIlANCE
- OF DEDUCTIONS AND ASSESSHENT OF TAX
06-20-2005
SHEPLER
12-19-2004
21 05-0086
CUMBERLAND
101
APPEAL DATE: 08-19-2005
(See reverse side under Objections)
A1mun't Remi't'tedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REv:is47-Ex-AFP-io3:os'-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BONNIE S FILE NO. 21 05-0086 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INOIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
, , ,
j,
\: :Jb
IRA H WEINST~~P0~'
800 N 2ND ST0""
HBG
PA 17102
ESTATE OF
SHEPLER
TAX RETURN liAS: (
) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.te (Schedule AJ
2. Stocks and Bonds ISchedule B)
3. Closely Held stock/Partnership Interest (S~h.dul. C)
4. Mortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposlts/Hisc. Personal Pro~rty (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
11)
12)
(3)
(4)
(5)
16)
171
( X) CHANGED
SEE
160,000.00
1.660.00
.00
.00
12.213.00
.00
267,000.00
18)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Kortgage Liabilities/Liens ISchedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charit~le/&ov.rnMental Bequests; Non-elected 9113 Trusts (Schedule J)
14. N.t Value of Estat. Subject to Tax
(9)
(10)
4,202.00
163.450.00
Ill)
(12)
(13)
(14)
*'
REV-1547 EX AFP (06-05)
BONNIE
S
DATE 06-20-2005
ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. Mith your
t.x pay-.nt.
440,873.00
\67.61;;> DO
273,221. 00
.00
273,221.00
I~ an asses..en't was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will
re~lec't ~igures 'tha't include 'the 'to'tal o~ ~ re'turns assessed 'to da'te.
ASSESSMENT OF TAX:
15. Amount of Line 14 .t Spousal rate (15J
16. A~unt of Line 14 taxable .t Lineal/Class A rate (16J
17. Aaount of lina 14 at Sibling rat. (171
18. Anount of Line 14 taxable at Collaterel/Class Brat. (181
19. Principal Tax Due
NOTE:
.00
273,221.00
.00
.00
x 00 = .00
X 045 = 12,294.95
X 12 = .00
X 15 = .00
(19)= 12,294.95
rAY CDEnTTS:
to, AJlOUNT PAID
DATE _BER INTEREST/PEN PAID 1-)
03-17-2005 CD005071 614.75 12,294.95
TOTAL TAX CREDIT 12,909.70
BALANCE OF TAX DUE 614.75CR
INTEREST AND PEN. .00
TOTAL DUE 614.75CR
~
" IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAVI1ENT IS REllUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YOU IlAY 8E DUE
A REFUND. SEE REVERSE ~Yn~ n~ TMT~ ~ftDN enD TueTD'~T~ ,
REV-1470 EX (6-88)
'*' INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS N1AME Bonnie S. Shepler FILE NUMBER
2105-0086
REVIEWED BY Destiny S.R.Brown ACN
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E 7-9 Were removed due to them being duplicated on schedule G.
.
l'!
ROW
Page 1