HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX 5 pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF SHANDELMIER JEAN 0
DATE OF DEATH 01-13-2012
FILE NUMBER 21 12-0152
COUNTY CUMBERLAND
MYERS EDMUND G ACN 101
301 MARKET ST APPEAL DATE: 11-21-2014
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043-0109 Amount Remittedi -71
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 (OB-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHANDELMIER JEAN OFILE NO. :21 12-0152 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) -00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 9,725.29 credit to your account,
.
3. 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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 9 .725.29
APPROVED DEDUCTIONS AND EXEMPTIONS: -
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 100
11. Total Deductions (11) 15.00
12. Net Value of Tax Return C12) 9,710.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 509,733.33
0
NOTE: If an assessment was issued previously. Lines 14, 15, 16, 17 18 and/try 19zwA1
reflect figures that include the total of all returns assesspLi %o dat ) " C->
ASSESSMENT OF TAX: Co _0 r^
15. Amount of Line 14 at spousal rate (15) .00 (La C2 Cn 00
16. Amount of Line 14 taxable at lineal rate (16) 499.733-A; OC- ( 5,--= r-22j48'$.00
17. Amount of Line 14 at sibling rate (17) 00
18. Amount of Line 14 taxable at collateral rate (18) 10,000 .00 (X11-5 1 ,50-01.00
19. Principal Tax Due 11 9 23,`9.8 .00
TAX CREDITS: _ mac)
PAYMENT RECEIPT DISCOUNT (+) 'J
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID F O O
04-10-2012 CDO15823 526.32 10,000.00
04-10-2012 CDO15822 368.42 7,000.00 ,
10-12-2012 CDO16636 .00 5,656.30
05-23-2014 CDO19203 21 .03- 457.99
TOTAL TAX PAYMENT 23,988.00
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. `�