HomeMy WebLinkAbout03-21-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX 10
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-24-2014
ESTATE OF SHEPPARD RONALD J
DATE OF DEATH 06-03-2012
FILE NUMBER 21 12-0742
FREY ROBERT G COUNTY CUMBERLAND
ACN 101
5 S HANOVER ST APPEAL DATE: 05-23-2014
CARLISLE PA 17013-3307 (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--
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEPPARD RONALD JFILE NO. :21 12-0742 ACN: 101 DATE: 03-24-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
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 CSchedule C) (3) 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) .00
6. Jointly Owned Property CSchedule F) (6) . 00
7. Transfers CSchedule G) (7) 613,339. 00
B. Total Assets CB) 613.339.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 633,339. 000
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) ) ' 9 :.Y0
14. Net Value of Estate Subject to Tax 254D c�0
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, rrila�I4/044 9
reflect figures that include the total of all returns assesse(f-at7k f�te!v ri rT
ASSESSMENT OF TAX: I.'� = U
D Cn '0
15. Amount of Line 14 at spousal rate (15) . 00 X:;90 +� ' O 0
16. Amount of Line 14 taxable at lineal rate (16) g19. 12T- ;n XA48� 3 -1E
17. Amount of Line 14 at sibling rate C17) - nn X<52C= <'QQ
18. Amount of Line 14 taxable at collateral rate (18) .00 X15--1- ~-' t- . 0
19. Principal Tax Due - _ 197= ,3 6
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-16-2012 CDO16400 700 .00 13,300.00
03-27-2013 CDO17369 .00 460 .30
11-07-2013 CDO18373 550. 16- 27,600.26 '
TOTAL TAX PAYMENT 41 ,510.40
BALANCE OF TAX DUE 149.84CR
INTEREST AND PEN. .00
TOTAL DUE 149.84CR
+ 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.