HomeMy WebLinkAbout01-07-13~QQ /~ p NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL• TAXE~LORiJ~lL`Pa~~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION REGIS~'~.~' q ~-iT~~'' CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 U ~ ~.t ~! ~ j ¢~
HARRISBURG PA 17128-0601 e7
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RICHARD E CO~d'~E~ID (~;~,~ A~
2303 MARKET ST
CAMP HILL PA 17011-4627
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DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-12)
DATE 01-07-2013
ESTATE OF SHOEMAKER LAURA A
DATE OF DEATH 04-07-2012
FILE NUMBER 21 12-0488
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-08-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ----'--! R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ______
REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHOEMAKER LAURA AFILE N0.:21 12-0488 ACN: InI ner~. n,_n~_~,n,z
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2.
Stocks and Bonds (Schedule B)
(2) .
161,870.82 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 511,905.31
6. Jointly Owned Property (Schedule F) ((,) .00
7. Transfers (Schedule G) (7) 23, 947.64
8. Total Assets (8) 697 , 723.77
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)_ 1$.368.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.910.00
11. Total Deductions (11) 20,278.50
12. Net Value of Tax Return C12) 677,445.27
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax t14) 677 445.27
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19 will
reflect figures that include the total of ALL returns assessed to date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 677 . 44~ _ ?7 X 045 = 30 , 485.04
17. Amount of Line 14 at Sibling rate (17) 00 =
_
X 12 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - ,QO
19. Principal Tax Due (19?= 30,485
04
TAX CREDITS: .
r,-rntni
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-02-2012 CD016211 1,263.16 24
000
00
10-16-2012 CD016649 .00 ,
.
5,221.88
TOTAL TAX PAYMENT 30,485.04
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED,
FOR CALCULATION OF ADDITIONAL SEE REVERSE IF TOTAL DUE
INTEREST IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.