HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE j7pennsytvania
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TA% DIVISION REV-1547 EX AFP (03-13)
PO 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTER OpF m�71LLS DATE 06-04-2013
313 f�flY *131 I If I 1 j J5 ESTATE OF SHIELDS ANNE B
DATE OF DEATH 07-07-2012
FILE NUMBER 21 12-0762
CLERK OF COUNTY CUMBERLAND
MURREL WALTERS III�';HANS• COURT ACN 101
54 E MAIN ST C� O � C� , PA APPEAL DATE: 08-03-2013
Y �A
MECHANICSBURG A 51 (See reverse sidennderObjections)
Amount Remitted
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-_4---
REV-1547 EX AFP (02-13)- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHIELDS ANNE BFILE NO. :21 12-0762 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 101 .000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 47,626.91 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 998,305.44
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 43,280.32
8. Total Assets (B) 1 ,190 .212. 67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 21 ,969.42
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 854.50
11. Total Deductions (11) 22,823.92
12. Net Value of Tax Return (12) 1,167,388.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,167,388.75
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) 1 . 10;7..RR-7r. X 045 - 52,532.49
17. Amount of Line 14 at sibling rate (17) .DD X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)` 52,532.49
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-01-2012 CDO16575 2,578.95 49.000. 00
04-05-2013 CDO17406 .00 1,082.49
TOTAL TAX PAYMENT 52,661.44
BALANCE OF TAX DUE 128.95CR
INTEREST AND PEN. .00
TOTAL DUE 128.95CR
+ 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. T&