HomeMy WebLinkAbout10-07-13 NOTICE OF INHERITANCE TAX � pennsylvania �
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
BUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT �F TAX
INHERITANCE TAX DIVISION REV-1547 D( AFP CO3-13)
PO BOX 280601
WIRRISBURG PA 17128-0601
DATE 10-07-2013
ESTATE OF SHOAFF LAURA R
DATE OF DEATH 01-28-2013
FILE NUMBER 21 13-0148
COUNTY CUMBERLAND
ALEXANDER JANE M ACN 101
148 S BALTIMORE ST APPEAL DATE: 12-06-2013
D I L L S B U R G P A 17 019-10 0 7 (See reverse side under Objections)
A�ount Re�itted�- �
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SqUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE � RETAIN L�WER PORTION F�R YDUR RECORDS �
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REV-1547 EX AFP CO2-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHOAFF LAURA RFILE N0. :21 13-0148 ACN: 101 DATE: 10-07-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rsal Estate CSchedule A) C1� .0 0 NOTE: To ansura proper
2. Stocks and Bonds CSchedule B) C2� .0 0 credit to your account,
.0 0 submit tho upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) (3) of this form with your
4. Martgages/Notes Receivabie CSchedule D) �y� .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 6�8 28•7 3
6. Jointly Owned Property (Schedule F) C6? 31,455.30
7. Transfars Cschedule G) ��� 135,998.59
8. Total Assets �g� 174,282.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/MisC. Expenses CSchedula H) �g� 8,0 2 9.36
10. Debts/Mort�age Liabilities/Liens CSchedule I) C10) 74•�
11. Total Daductions �li� 8 s 104.15
12. Net Value of Tax Retucn � �iZ� _�=66 t+,�78.47
13. Charitabla/6overn�aental Bequests; Non-elected 9113 Trusts CSchedule J) � �lg� �_� .0 0
14. Nat V�lu� of Estate Subject to Tax � �' l�si'�l�8.47
� �14) _..�-����..�_
NOTE: If an assess�ent was issued previously, Lines 14, 15, 16, ��1�and/or �9�ri11
refleet fi�ures that fnclude the total of all returns asse�e� � da„�e. �y c�
ASSESSMENT QF TAX: �
15. A�ount af Lina 14 at spousal rate (15�_ .0��0� _"'T"1 � "'►"! .fl0
1 6. Amoun t o f L ine 1 4 taxa b le at lineal rate C16) ���-�7 A-G a`"+�0� _ ,� � 8.03
17. Amount of Line 14 at sibling rate C17) -���12 =}--• �"" � .00
1•�. A�ount of Line 14 taxable at collateral rate C18) .O�rs X�15 � � � .n0
19. Princ�pal Tax Due � C19�=C� 7, $.03
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-24-201 CD 17496 373.90 ,48 . 5
TOTAL TAX PAYMENT 7,855.15
BALANCE OF TAX DUE 377.12CR
INTEREST AND PEN. .00
TOTAL DUE 377.12CR
* 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. ��