HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXESR�GORD eb ep"�tlW AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION -- REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601 REGISTER OF WILLS
DATE 14
2019 SEP 9 Pig Z 59 ESTATE OF SHEPPARD RONALD J
DATE OF DEATH 06-03-2012
CLL.%:, OF FILE NUMBER 21 12-0742
(�ppHAN S' (CURT COUNTY CUMBERLAND
FREY RO G
5 S HANOVER ST GUMBERUND 0- ACN APPEAL DATE: 11-08-2014
CARLISLE PA 17013-3307 (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
REV-1547 EX AFP (08-153 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEPPARD RONALD JFILE NO. :21 12-0742 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 02
1. Real Estate (Schedule A) (1) . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 40,000. 00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 40 ,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 500. 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 500.00
12. Net Value of Tax Return (12) 39,500. 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) . 00
14. Net Value of Estate Subject to Tax (14) 958,623.50
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 = .DO
16. Amount of Line 14 taxable at lineal rate (16) 958.673.5i0 X 045 = 43,138. 06
17. Amount of Line 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 (19)= 43,138.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-16-2012 CDO16400 700.00 13,300. 00
03-27-2013 CDO17369 .00 460.30
11-07-2013 CDO18373 .00 27,600.26
05-01-2014 CDO19098 601.90- 11839.30
TOTAL TAX PAYMENT 43,297.96
BALANCE OF TAX DUE 159.90CR
INTEREST AND PEN. .00
TOTAL DUE 159.90CR
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(1\