HomeMy WebLinkAbout08-29-14 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 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-01-2014
ESTATE OF SHAFFER GLENN F
DATE OF DEATH 04-24-2013
FILE NUMBER 21 13-0529
SCHRACK III ESQWM D COUNTY 21CUMBERLAND
ACN
124 W HARRISBURG ST APPEAL DATE: 10-31-2014
DILLSBURG PA 17019-1268 (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 F
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHAFFER GLENN FFILE NO. :21 13-0529 ACN: 101 DATE: 09-01-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate CSchedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule L) (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) .00
6. Jointly owned Property (Schedule F) C6) . 00
7. Transfers (Schedule G) (7) 4,024.92
8. Total Assets (8) 4.024.92
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 .016. 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 1,016.00
12. Net Value of Tax Return (12) 3,008.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 325,409.69
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:
_o
15. Amount of Line 14 at spousal rate (15) .00 X�0 = S[10
16. Amount of Line 14 taxable at lineal rate (16) nn X���-myyyo _ -.� RI p,0
17. Amount of Line 14 at sibling rate (17) - nn X„_}26 = ti./10
18. Amount of Line 14 taxable at collateral rate (18) 325,409.69 X?3!�, r- $,$- 111(ZA6
19. Principal Tax Due rCTS)�'7 �8 $ 6
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) O -O `r) 'Tl
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 'D
C n
07-19-2013 CD017917 2,368.42 45,000.410 � r-` r- ITt
08-15-2013 CDO18033 .00 991 .9&1 '� r
06-04-2014 CDO19249 .00 451 :�M CJ Cn O
08-25-2014 SBADJUST .00 4.85 N T
t
TOTAL TAX PAYMENT 48,811 .46
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. \�