HomeMy WebLinkAbout11-03-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTME~1 OF REVENUE
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n;:rf'F 'cnyt",~E:\DE "INHERITANCE TAX
'tI"1'IAlSEItEN1' i'~LLQ\lfANCE OR DISALLOWANCE
~:!)fDEDOCTIONS AND ASSESSMENT OF TAX
\ \: 2 fi.A TE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-30-2006
SHEAFFER
05-17-2006
21 06-0516
CUMBERLAND
101
APPEAL DATE: 12-29-2006
( See reverse side under Objections)
Amount Rui tted I 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 +-
iEV:is4;-Ei-A;P-io3:0si-NOYicE.O;.iNHEiiYANCi-YAi-APPiAiiEHENY:-ALLOWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTHER A FILE NO. 21 06-0516 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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ROGER B IRWIN ESQ
IRWIN I MCKNIGHT
60 W POMFRET ST
CARLISLE
PA 17013
ESTATE OF SHEAFFER
'*
REV-15~7 EX AFP (06-05)
ESTHER
A
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 10-30-2006
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R_l Est.t. (SchlMlul. A)
2. Stocks IInd Bonds (SchIMIul. B)
3. Clos.ly Held Stock/P.rtn.rship Int.r.st (Schedul. C)
4. HortgageslNot.s Reo.tvabl. (SchlMlul. D)
5. CashlB.nk DepositslHisc. Pers0n81 Prop.rty (Schedul. E)
6. Jointly Owned Property (Schedul. F)
7. Transf.rs (Schedul. G)
8. Tot.l Ass.ts
(1)
(2)
(3)
(4)
(5)
(6)
(7)
128.000.00
2.023.35
.00
.00
796.649.05
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expens.s/AdII. CostslHisc. Expens.s (SchlMlul. H)
10. DebtslHortgage Liabiliti.s/Liens (SchlMlul. I)
11. Total Deductions
12. Net V.lue of Tax R.turn
13. ChlIrltabl./Gov.......t.l Bequ.sts; Non-.lect.d 9113 Trusts (Schedul. J)
14. Net Value of Estat. Subject to T.x
I~ an asses..ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Line 14 .t Spousal rat. (15)
16. ~unt of Line 14 taxable et Lin_l/Class A r.t. (16)
17. A~unt of Lin. 14 .t Sibling r.te (17)
18. A.ount of Line 14 taxable at Collat.r.l/Class Brat. (18)
19. Princip.l Tax Due
NOTE:
DATE
09-19-2006
NlJttBER
CDDD7223
INTERESTIPEN PAID (-)
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
37,991.63
268.74
ll1)
ll2)
ll3)
ll4)
(9)
(10)
.00 X
878,412.03 X
.00 X
10,000.00 X
00 =
045 =
12 =
15 =
NOTE: To insure proper
credit to your account.
~it the upper portion
of this for. with your
tax p.~t.
926,672.40
38.260.37
888,412.03
.00
888,412.03
ll9)=
.00
39,528.54
.00
1,500.00
41,028.54
AMOUNT PAID
41,028.54
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
41,028.54
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)