HomeMy WebLinkAbout10-06-14 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 10-06-2014
ESTATE OF BELFORD WILLIAM i
DATE OF DEATH 11-26-2013
FILE NUMBER 21 14-0522
COUNTY CUMBERLAND
SHIELDS III CHARLES E ACN 101
6 CLOUSER RD APPEAL DATE: 12-05-2014
MECHANICSBURG PA 17055-9751 (See reverse side under Objections)
Amount Remitted l -_
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
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BELFORD WILLIAM JFILE NO. :21 14-0522 ACN: 101 DATE: 10-06-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C 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) .00 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) 53,985.08
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 53,985.08
APPROVED DEDUCTIONS AND EXEMPTIONS: -
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 ,560.75
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 16,144.35
11. Total Deductions (11) 27,705.10
12. Net Value of Tax Return (12) 26,279.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •0 0
14. Net Value of Estate Subject to Tax (14) 26,279.98
NOTE: If an assessment was issued Previously, Lines 14, 15, 16, 17, 18 and/q-r,, 19 will
reflect figures that include the total of all returns assesse#,. to dat " ::;o
a--=— rn
ASSESSMENT OF TAX: C= rCt <-)
15. Amount of Line 14 at spousal rate (15) .00, x3m 9 - Q00
16. Amount of Line 14 taxable at lineal rate (16) 24,779-98 X�4B 1A 2;,4t�j 0
17. Amount of Line 14 at sibling rate C17) -fin X:742-- E. f"ri 0
18. Amount of Line 14 taxable at collateral rate (18) .00 X;A 440
19. Principal Tax Due "'"(n1$12:T60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
r— rn
DATE NUMBER INTEREST/PEN PAID AMOUNT PAID , (—
CO C>
05-27-2014 CDO19212 .00 11182.6U> Cil _n
TOTAL TAX PAYMENT 1,182.60
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.