HomeMy WebLinkAbout04-21-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE �q..��'`
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT QF TAX L� DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-21-2014
ESTATE OF CARMANY ANNA M
DATE OF DEATH 02-22-2013
FILE NUMBER 21 13-0576
COUNTY CUMBERLAND
SHIELDS III CHARLES E
ACN 101
6 CLOUSER RD APPEAL DATE: 06-20-2014
MECHANICSBURG PA 17055-9751 (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 ___ 1 --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: CARMANY ANNA MFILE NO. :21 13-0576 ACN: 101 DATE: 04-21-2014
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
S. Closely Held Stack/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) 290 .00
6. Jointly Owned Property (Schedule F) (61 75,794.96
7. Transfers CSchedule G) (7) .00
S. Total Assets (8) 76.084.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4.626.28
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 11821 .54
11. Total Deductions C11) 6,447.82
12. Net Value of Tax Return (12) 69,637. 14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) . 00
14. Net Value of Estate Subject to Tax (14) 69,637. 14
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or2�19 wi L�
reflect figures that include the total of all returns assesseQo date. ::0 m
ASSESSMENT OF TAX: O rn
15. Amount of Line 14 at spousal rate (15) .00 X &-;0- 2 �0
-9 ®'e 'n .c3,
16. Amount of Line 14 taxable at lineal rate (16) 49.AA7- 14 X R5C=� �, 13-3.,q,,
17. Amount of Line 14 at sibling rate (17) - nn X 11-2 Z=M F-'co
18. Amount of Line 14 taxable at collateral rate (18) .00 X }.5 -A C).90
19. Principal Tax Due CP1Q O ,13
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) r m
AMOUNT PAID ~ r
DATE NUMBER INTEREST/PEN PAID -(-)
03-15-2013 CDO17628 150 .00 2,850 . 0 O
12-03-2013 CDO18490 .00 133.67
04-14-2014 SBADJUST .00 . 12
TOTAL TAX PAYMENT 3,133.67
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. Vn