HomeMy WebLinkAbout03-28-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES pRAp�I{�S� MMENTgg,wAgL,,LAOWANCE OR DISALLOWANCE - DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION � �CLIF "" a o ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PG BOX 280601 REGISTER OF WILLS
HARRISBURG PA 17128-0601 !!�� O1 fif,p /Dp1 { rr31
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DATE 28 �tl 1I J2 ESTATE OF SHEALER014
R MARLENE A
CLERIC OF DATE OF DEATH 09-14-2008
FILE NUMBER 21 08-1051
ORPHANS' COURT COUNTY CUMBERLAND
DELUCA ESQ ADAMCUMBERLANO CO, PA ACN 101
61 W LOUTHER ST APPEAL DATE: 05-30-2014
CARLISLE PA 17013-2987 (See reverse side under Objections)
Amount Remitted----^-T�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---_ —6, RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP C08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEALER MARLENE AFILE NO. :21 08-1051 ACM: 101 DATE: 03-31-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED f ) 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,
OD submit the upper portion
3. Closely Held Stock/Partne rx hip Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Milo. Personal Property (Schedule E) (5) 158,000.00
6. Jointly Owned Property (Schedule F) (6) 'DD
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 158.000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 68,878.84
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8,789.45
11. Total Deductions (11) 77,668.29
12. Net Value of Tax Return (12) 80,331.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subiect to Tax (t4) 80,331.71
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) 80,331.71 X DO = .00
16. Amount of Line 14 taxable at lineal rate (16) -n0 x 045 = .00
17. Amount of Line 14 at sibling rate (17) .nn X 12 = .06
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= .DO
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-}
TOTAL TAX PAYMENT ,00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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. L