HomeMy WebLinkAbout10-15-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 E)( AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 10-13-2014
ESTATE OF SHUGHART GLADYS M
DATE OF DEATH 04-24-2014
FILE NUMBER 21 14-0439
COUNTY CUMBERLAND
MCKNIGHT III MARCUS A ACN 101
IRWIN & MCKNIGHT APPEAL DATE: 12-12-2014
60 W P O M F R E T ST (See reverse side under Objections)
CARLISLE PA 17013-3243 Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I 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: SHUGHART GLADYS MFILE N0. :21 14-0439 ACN: 101 DATE: 10-13-2014
TAX RETURN WAS: C 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) .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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) CS) 110,114.54
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)— .00
8. Total Assets (8) 110,114.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,448.31
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 44,275.96
11. Total Deductions (11) 56,724.27
12. Net Value of Tax Return (12) x,390.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (P) aim;:No
14. Net Value of Estate Subject to Tax 3,,g-27
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, &8=#ndYor19 1401
r_1 "I
reflect figures that include the total of all returns assessedi:!-t(r,�'dAte.,
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) 00 X 09
16. Amount of Line 14 taxable at lineal rate (16)— ;i?.39n.27 X 04 357-'5a6
17. Amount of Line 14 at, sibling rate (17) nn x '12
18. Amount of Line 14 taxable at collateral rate (18) .00 X '15 D'o
19. Principal Tax Due 3
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-17-2014 CDO19310 117.88 2,239.68
TOTAL TAX PAYMENT 2,357.56
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.