HomeMy WebLinkAbout12-13-13 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO 80X 288601 REV-1547 EX AFF (08-13)
HARRISBURG PA 17128-0601 -
RECORDED OFFICE OF DATE 12-16-2013
REGISTER OF WILLS ESTATE OF SHANNON ROBERT L
DATE OF DEATH 02-17-2013
2013 DEC 13 Pn 3 23 FILE NUMBER 21 13-0262
D JAM"
�+ COUNTY CUMBERLAND
W MAIN ST I-RK OF ACN 101
APPEAL DATE: 02-14-2014
SHIREMANSTOWN ORRAiAUfiCQ�fw (See reverse side under Objections)
CUMBERLAND CO., PA 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 E---
REY-1547 EX AFP C08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHANNON ROBERT LFILE NO. :21 13-0262 ACN: 101 DATE: 12-16-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 180,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B} (2) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule CS (3) .0 submit the upper portion
0 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) 68,450.21
6, Jointly Owned Property (Schedule F) (6) 31,191.85
7. Transfers (Schedule G) (7) 34,736.50
8. Total Assets (a) 314,378.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Misc. Expenses (Schadule H) (g} 65,091 .87
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) .DO
11. Total Deductions (11) 65,091.87
12, Net Value of Tax Return (12) 249,286.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate SUbiect to Tax (14) 249,286.69
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 (153 .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 749.286.69 X 045 = 11,217.90
17. Amount of Line 14 at sibling rate (17)- .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate C1 a) .00 X 15 = .00
19. Principal Tax Due (14}= 11,217.90
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-10-2013 CDO17602 560.90 11,241.15
TOTAL TAX PAYMENT 11,802.05
BALANCE OF TAX DUE 584.15CR
INTEREST AND PEN. .00
TOTAL DUE 584.15CR
a 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.