HomeMy WebLinkAbout03-03-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08.13)
PO BOX 280601
HARRISBURG PA 17128.0601
DATE 02-25-2014
ESTATE OF SHANAFELTER HELGA M
DATE OF DEATH 03-31-2013
FILE NUMBER 21 13-0475
COUNTY CUMBERLAND
OLSEN ESQ LINDA i ACN 101
STE 202 APPEAL DATE: 04-26-2014
2000 LINGLESTOWN RD (See reverse side under Objections)
HARRISBURG PA 17110-9347 Amount Remitted I--- ---I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --i RETAIN LOWER PORTION FOR YOUR RECORDS (--
REY-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHANAFELTER HELGA MFILE HO. :21 13-0475 ACN: 101 DATE: 02-25-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) 155,000.00 NOTE: To ensure proper
2. Stooks and Bonds (Schedule B) (2) 235,721.98 credit to your account,
NG submit the upper Portion
3. Closely Held Stock/Partnership Interest (Schedule C) f31 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedula E) (5) 186,319.71
6. Jointly Owned Property (Schedule F) (6) 19,905.41
7. Transfers (Schedule G) (7) 164,138.20
B. Total Assets (8) 761 .085.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 28.116.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,298.52
11. Total Deductions (11) 29,415.23
12. Net Value of Tax Return (12) 731,678.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Not Value of Estate Subject to Tax (14) 731 ,670.87
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 ,and/or }4 will
reflect figures that include the total of all returns assessed date. —, ., ry
ASSESSMENT OF TAX: O :312 rn -
15. Amount of Line 14 at spousal rate (15) .00 X Oj S► =8'U-2
16. Amount of Line 14 taxable at lineal rate (16) 7AI .67n.n7 X 84 j .r ')
17. Amount of Line 14 at sibling rate (17) .00 X 1 ZT ' W •-0 0`-"
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15� .n
19, Principal Tax Due C1c�ic`7' 349925.-15 j
) —^
TAX CREDITS: � (`?
PAYMENT RECEIPT DISCOUNT t+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
66-25-2013 CDO17791 1,578.95 30,000.00
10-22-2013 CDO18330 .00 1,346.20
TOTAL TAX PAYMENT 32,925.15
BALANCE OF TAX DUE i~.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. ,`{�