HomeMy WebLinkAbout07-14-14 NOTICE OF INHERITANCE TAX Z7pennsyLvani.-
APOF DEDUCTI ALLOWANCE OR ENT OF OTANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 2806 REV-1547 EX AFP (08-13)
HARRISBURG PA PA 17128-0601
DATE 07-14-2014
ESTATE OF SHIREY CHRISTA
DATE OF DEATH 07-07-2012
FILE NUMBER 21 12-0752
COUNTY CUMBERLAND
SHIREY THOMAS N ACN 101
1937 MISTY WOODS DR APPEAL DATE: 09-12-2014
DULUTH GA 30097 (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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHIREY CHRISTA FILE NO. :21 12-0752 ACN: 101 DATE: 07-14-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 182,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 79,808. 00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .OD 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) 140,710 .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 402.518. 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14 .505.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 24.906. 00
11. Total Deductions (11) 39,411 .00
12. Net Value of Tax Return (12) 363,107.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 363,107.00
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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 343. I11 On X 045 = 15,440.00
17. Amount of Line 14 at sibling rate (17) no x 1 °`-_' . 00�
18. Amount of Line 14 taxable at collateral rate (18) 19,996. 00 X I EE,
999 0
19. Principal Tax Due 39 C`-60:7
TAX CREDITS:
33
PAYMENT RECEIPT DISCOUNT (+) MPEN r-T
DATE NUMBER Cn r INTEREST/PEN PAID (-) �� r07-2014 CD018623 415 80- .00 SCI `' _;,,C- _1't tv C?ENT 19,291 .20
DUE 852.20CR
EN. . 00
TOTAL DUE 852.20CR
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.
REV-1470E (01-10)'
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
SBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Christa Shirey 2712-0752
REVIEWED BY ACN 101
Heidi Schultz
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
Life estate factor is .10987
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