HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX pennsylvania
rrr(�APR,RAI$ZME T.FFALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ;�.f_+..'.! OF--ti EA U, '��NS AND ASSESSMENT OF TAX ----
INHERITANCE TAX DIVISION ,y r'',1(• t', 1' II, `J REV-1547 IX AFP (OB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
2114 AUG I I ph 3' 4� DATE 08-11-2014
ESTATE OF SHILEY BARBARA L
DATE OF DEATH 01-01-2013
FILE NUMBER 21 13-0097
ORPr AgS ;,QUiRT COUNTY CUMBERLAND
CHEREWKA ESQ MICgWBFRLAND CO.. PA ACN 101
624 N FRONT ST APPEAL DATE: 10-10-2014
WORMLEYSBURG PA 17043-1022 (See reverse side underObjecSons)
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 F
REV-1547 EX AfP C08-137 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHILEY BARBARA LFILE No. :21 13-0097 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 89,300.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 397.20 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 325.92
6. Jointly Owned Property CSchedule F) (6) 5,082.43
7. Transfers (Schedule G) (7) 57,800.40
8. Total Assets CS) 152,905.95
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,474.27
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,833.34
11. Total Deductions (11) 18,307.61
12. Net Value of Tax Return (12) 134,598.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 134,598.34
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) 134.598-34 X 045 = 6,056.93
17. Amount of Line 14 at sibling rate C17) - 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 6,056.93
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-01-2013 CDO17380 131.58 2,500.00
04-03-2014 CDO18977 .00 1,965.49
04-03-2014 CDO18980 51 .68- 1 ,519. 13
TOTAL TAX PAYMENT 6,064.52
BALANCE OF TAX DUE 7.59CR
INTEREST AND PEN. .00
TOTAL DUE 7.59CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE e
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. VI