HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% AFP (0e-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-21-2014
ESTATE OF SHEARER MARY V
DATE OF DEATH 02-19-2013
FILE NUMBER 21 13-1156
COUNTY CUMBERLAND
OTTO III IVO V ACN 101
10 E HIGH ST APPEAL DATE: 09-19-2014
CARLISLE PA 17013-3015 (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--�
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEARER MARY VFILE NO. :21 13-1156 ACN: 101 DATE: 07-21-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 135,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . DO credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule 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) 21,770.23
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 156,770.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 42,843.81
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 64,490.46
11. Total Deductions (11) 107,334.27
12. Net Value of Tax Return (12) 49,435.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . On
14. Net Value of Estate Subject to Tax (14) 49,435.96
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)- 49.435.-96 X 045 = 2,224.62
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 �('� (^ , B$., m
19. Principal Tax Due (19 Ti 2,(5224.4'0 CD
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) -- C_' N
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-10-2014 CD018869
20.25- 2,250.99
07-14-2014 REFUND .00 6.12- C_. N -_��'
LO
TOTAL TAX PAYMENT 2,224.62
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. ,v