HomeMy WebLinkAbout09-30-13 RE(,O n NOTICE OF INHERITANCE TAX , pennsywania
BUREAU OF INDIVIDUAL TA'X'—_' APPRAISEM6NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX . .
C Q((�� REV-1541 IX AFP (03-13)
HARRISBURG6PA 17128-0601 -'�%l� S., 30 of(jj J 12 29
C ,y C;- DATE 09-30-2013
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OR?MAN ESTATE OF SHINER ELIZABETH F
S CC1;�1
DATE OF DEATH 12-21-2012
CUMBERLAND CO., PA FILE NUMBER 21 13-0526
COUNTY CUMBERLAND
SHINER RONALD L ACN 101
1001 S MARKET ST APPEAL DATE: 11-29-2013
MECHANICSBURG PA 17055-4748 (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--
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REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHINER ELIZABETH FFILE NO. :21 13-0526 ACN: 101 DATE: 09-30-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) • 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 11,035.44 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchetlule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) • 00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property CSchetlule E) (5) 11 ,718.42
6. Jointly Owned Property (Schedule F) (6) 29,910. 15
7. Transfers (Schedule G) (7) . 00
8. Total Assets (8) 52.664.01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 7 .203.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 387.51
11. Total Deductions (11) 7,591 .01
12. Net Value of Tax Return (12) 45,073.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 45,073.00
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) 4r.n73- nn X 045 = 2,028.29
17. Amount of Line 14 at sibling rate (17) - nn X 12 = .DO
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due C19)= 2,028.29
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-18-2013 CD017915 . 00 2,028.29
TOTAL TAX PAYMENT 2,028.29
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.