HomeMy WebLinkAbout05-30-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX va
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF SHEAFFER GAYLE K
DATE OF DEATH 05-06-2013
FILE NUMBER 21 13-0587
COUNTY CUMBERLAND
FLOWER THOMAS E ACN 101
10 W HIGH ST APPEAL DATE: 07-25-2014
CARLISLE PA 17013-2922 (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
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEAFFER GAYLE KFILE NO. :21 13-0587 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 240,657. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/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) 43,259. 16
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets Ce) 283,916. 16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 28,427.81
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14,710 .45
11. Total Deductions 111) 43, 138.26
12. Net Value of Tax Return (12) 240,777.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 240,777.90
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/otc='J9 will
reflect figures that include the total of all returns assesseccto date.-= -,33 m
ASSESSMENT OF TAX: :K
15. Amount of Line 14 at spousal rate (15) • 00 X COO
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16. Amount of Line 14 taxable at lineal rate (16) 76n .777 on X 4T _ 10,835E-AO
17. Amount of Line 14 at sibling rate (17) .On X-1221;;n= x') O .b0
18. Amount of Line 14 taxable at collateral rate (18) . 00 X Ll d00
19. Principal Tax Due pC 0'�0,8,
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) - tV
AMOUNT PAID —I (
DATE NUMBER INTEREST/PEN PAID (-) (-.J cf)
01-21-2014 CDO18675 .00 5,000.GO Ga
INTEREST IS CHARGED THROUGH 06-10-2014 TOTAL TAX PAYMENT 5,000. 00
AT THE RATES APPLICABLE AS OUTLINED ON THE 113ALANCE OF TAX DUE 5,835.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 59.33
TOTAL DUE 5,894.33
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. \��