HomeMy WebLinkAbout03-18-13 NOTICE OF INHERITANCE TAX pennsylvanial
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE QFDATE 03-11-2013
REGISTER OF
V.zlJ ESTATE OF SHUMAKER ELIZABETH I
DATE OF DEATH 11-29-2011
p CC71 FILE NUMBER 21 12-0102
`013 nflR 18 I�1� S �[_�OUNTY CUMBERLAND
ROBERT P KLINE
714 BRIDGE ST CLERK O,(- ACN APPEAL DATE: 05-10-2013
PO BOX 461 (See reverse side under Objections)
QgR, PHANS' CGURT
NEW CUMBERLAND PA 17A1,7MrO���AND CO., PA Amount Remitted
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�U CC MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- � RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR--'------'-----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHUMAKER ELIZABETH IFILE N0. :21 12-0102 ACN: 101 DATE: 03-11-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 94,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portio
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Lash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 660.29
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .DO
8. Total Assets (8) 94.660.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 ,413. 73
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 130 .762.34
11. Total Deductions (11) 152,176.07
12. Net Value of Tax Return (12) 57,515.78-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J7 (13) .00
14. Net Value of Estate Subject to Tax (14) 57,515.78-
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 assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = ,00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) 'i
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE . DO
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. 1�
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