HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REC6R '''"r �"-.��. Or REV-1547 aAFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601 I, . ,
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1 DATE 09-30-2013
.613 S=P 30 P1 12 23 ESTATE OF SHAPER VERNA R
DATE OF DEATH 11-24-2012
C L`��K 0 F FILE NUMBER 21 12-1243
FREY ROBQk HAGS' COURT COUNTY CUMBERLAND
ACN 101
5 S HANOVER ST CUMBERLAND CO., PA APPEAL DATE: 11-29-2013
CARLISLE PA 17013-3307 (See reverse side under Objections)
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: SHAFER VERNA RFILE NO. :21 12-1243 ACN: 101 DATE: 09-30-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) . 00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) . 00 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/Misc. Personal Property CSchedule E) (5) 651 . 00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) . 00
8. Total Assets (8) 651 . 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) . 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) • 00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 651 .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 162.75
14. Net Value of Estate Subject to Tax (14) 404,035.66
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 CIS) .00 X 00 = . 00
16. Amount of Line 14 taxable at lineal rate (16) -00 X 045 = .00
17. Amount of Line 14 at sibling rate C17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 404,035.66 X 15 = 60,605.35
19. Principal Tax Due (19)= 60,605.35
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-28-2013 CDO17102 2,631 .58 50,000. 00
C5-22-2013 CDO17642 .00 7,900.53
07-16-2013 CDO17890 .00 73.24
TOTAL TAX PAYMENT 60,605.35
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.