HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAXI J pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ,
BUREAU OF INDIVIDUAL TAXES OF DE 1� y�..AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ,� RECORDED O�r IC'E'
U t REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601 REGISTER OF WILLS
DATE 09-09-2014
2014 SEP 9 pn 2 58 ESTATE OF
DEATH SHAFFER 008 MTTHEW D
T
CLERK OF FILE NUMBER 21 09-0744
ZEPP III JOHORPNkNS, COURT COUNTY CUMBERLAND
PO BOX 204 CUMBERLAND Gfl., PA ACN APPEAL DATE: 11-08-2014
YORK SPRINGS PA 17372-0204 (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 m-0, RETAIN LOWER PORTION FOR YOUR RECORDS
REV 1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHAFFER MATTHEW DFILE NO. :21 09-0744 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) • 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 14,788. 05 credit to your account,
.00 submit the upper portion
3. Closely Hold Stock/Partnership Interest (Schedule L) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 4,962.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) •00
8. Total Assets (8) 19.750 .05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) . 00
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) .00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 19,750. 05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Not Value of Estate Subject to Tax (14) 19,750 .05
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 Lino 14 at spousal rate (15) 19,750 .05 X 00 = . 00
16. Amount of Line 14 taxable at lineal rate (16) - nn X 045 = . 00
17. Amount of Lino 14 at sibling rate (17) - 00 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = . 00
19. Principal Tax Due C19)= . 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-23-2009 AA652502 .00 19. 13
TOTAL TAX PAYMENT 19. 13
BALANCE OF TAX DUE 19. 13CR
INTEREST AND PEN. .00
TOTAL DUE 19. 13CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE N
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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