HomeMy WebLinkAbout05-13-14 NOTICE OF INHERITANCE TAX �i pennsyLvania
PP�2 I NT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXW(N ! 1 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION RC-:�J!Li-f F �B TIONS AND ASSESSMENT OF TAX
PO BOX 280601 "+h ,`,r ,k ilj Q REV-1547 E% APP (08-13)
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HARRISBURG PA 1 7128-06 01 L. /V'L..I
(�li4MAY 13 �if°(' 1145 DATE 05-12-2014
ESTATE OF SHOLLEY KENNETH A
DATE OF DEATH 09-27-2013
FILE NUMBER 21 13-1058
SHEKLETSKI ES ��b�,J COURT COUNTY CUMBERLAND
414 BRIDGE STD GO., PA ACN APPEAL DATE: 07-11-2014
PO BOX E (See reverse side under Objections)
NEW CUMBERLAND PA 17070-0180 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 F
REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHOLLEY KENNETH - AFILE NO. :21 13-1058 ACN: 101 DATE: 05-12-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASEB 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,
.
3. Closely Held Stock/Partnership Interest (Schedule C) C37 00 submit the upper portion 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) 24,112.87
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 89,523.40
8. Total Assets (8) 113.636.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.080.98
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 21438.28
11. Total Deductions (11) 17,519.26
12. Net Value of Tax Return (12) 96,117.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 96, 117.01
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) 94.117 n1 X 045 = 4,325.27
17. Amount of Line 14 at sibling rate (17) . 110 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 4,325.27
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-20-2013 CDO18565 216.26 41109. 01
TOTAL TAX PAYMENT 4,325.27
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE . 00
x 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.