HomeMy WebLinkAbout02-06-13NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RECO~DEO OFFICE OF
REGIST~ I~ 0I` ' lL~S
l~ii3 ~E8 6 P(~ 1 ~#0`
JERRY A WEIGLE JERK Or
126 E KING SbRPH~~ [Y 2~7~3
SHIPPENSBU~~MBE A D CO., PA
C1) .00
cz) .00
c3) .00
c4) . DD
c5) 17, 069. 6D
c6) . DD
c7) 80 , 337.29
CUT ALONG THIS LINE -- ~ - R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHIELDS SHERLEY AFILE N0.:21 12-0274 ACN: 101 DATE: 02-04-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
m~ .;
`~~ . `.~1i~ pennsylvan~a
DEPARTMENT OF REVENUE
REV-1547 EX AFP C09-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 97.406.89
c9) 13.188.00
c1o) 12,841.68
11. Total Deductions (11) 26, 029.68
12. Net Value of Tax Return C 12) 71 , 377.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax
c14)
71,377.21
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assesse d to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate C15) .00 X 00 - .0 0
16. Amount of Line 14 taxable at lineal rate (16) ~1 • X77 - 71 x 045 = 3, 211.97
17. Amount of Line 14 at sibling rate C17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 3,211.97
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-19-2012 CD015995 157.89 3,D00.00
11-19-2012 CD016808 .00 53.86
01-28-2013 SBADJUST .00 .22
TOTAL TAX PAYMENT 3,211.97
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
DATE 02-04-2013
ESTATE OF SHIELDS SHERLEY A
DATE OF DEATH 02-22-2012
FILE NUMBER 21 12-0274
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-05-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~1/%