HomeMy WebLinkAbout10-28-13 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BU
BU
INHERITANCE OF TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601 _
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DATE 10-28-2013
\ V ESTATE OF SHAFFER GLENN F
DATE OF DEATH 04-24-2013
FILE NUMBER 21 13-0529
COUNTY CUMBERLAND
SCHRACK III ESQWM ACN 101
124 W HARRISBURG(ST,- :' '�' ,? APPEAL DATE: 12-27-2013
DILLSBURG P.A.-1701.9-12,6,8 - ti (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
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHAFFER GLENN FFILE NO. :21 13-0529 ACN: 101 DATE: 10-28-2013
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)
.00 credit to your account,
DO 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 (Schedule E) C5) 209,899.84
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 145,668.94
8. Total Assets (8) 355.568.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 33,087.63
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 80.38
11. Total Deductions (11) 33, 168.01
12. Net Value of Tax Return (12) 322,400 .77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 322,400 .77
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) - OD X 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 322,400 .77 X 15 = 48,360. 12
19. Principal Tax Due (19)= 48,360. 12
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-19-2013 CDO17917 2,368.42 45,000.00
08-15-2013 CDO18033 .00 991 .70
TOTAL TAX PAYMENT 48,360 . 12
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. 0