HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAX ' Pe1111S�/LV81118
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP COB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF SHATZER KATHY D
DATE OF DEATH 01-31-2013
FILE NUMBER 21 13-0245
COUNTY CUMBERLAND
RAHAUSER DAVID W ACN 101
1527 E WASHINGTON ST APPEAL DATE: 04-18-2014
CHAMBERSBURG PA 17201 (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
____________________ _________________________________ OW ____________________
REV-1547 EX AFP (0S--(-O---l-S-)--N-O-
137 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHATZER KATHY DFILE NO. :21 13-0245 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: C 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,
.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 (Schedule E) (5) 121 ,645. 13
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets (e) 121 .645.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16.853. 15
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,660.86
11. Total Deductions (11) 19,514.01
12. Net Value of Tax Return 0127 102, 131 . 12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 102, 131 . 12
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) 107. 131 - 12 X 045,= 4,595.90
17. Amount of Line 14 at sibling rate (17) .nn X 12�'-=--
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due 4,595.90
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
10-21-2013 CDO18299 .00 4,085.24
INTEREST IS CHARGED THROUGH 03-04-2014 TOTAL TAX PAYMENT 4,085.24
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 510.66
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 5. 19
TOTAL DUE 515.85
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.