HomeMy WebLinkAbout12-19-14 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 EX AFP (11-14)
PO BOX 280601 CE OF
P 1712, t_
HARRISBURG A JIECORDED OFF1
REGISTER OF WILLS DATE 12-22-2014
2014 OEC 19 Art 1118 ESTATE OF SHUGHART BETTY J
DATE OF DEATH 02-25-2014
CLERK OF FILE NUMBER 21 14-0433
COUNTY CUMBERLAND
IRWIN III ORIPHI�WL00UPsT ACN 101
IRWIN LA�LYMWLAHD Co., PA APPEAL DATE: 02-20-2015
64 S PIT ST (See reverse side under Objections)
CARLISLE PA 17013-3220 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -0, RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHUGHART BETTY JFILE NO. :21 14-0433 ACN: 101 DATE: 12-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED )- CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 102,000.00 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/Misc. Personal Property (Schedule E) (S) 689.75
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7)- .00
8. Total Assets (8) 102,689.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24,61 0.97
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 55,273.07
11. Total Deductions (11) 79,884.04
12. Net Value of Tax Return (12) 22,805.71
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 22,805.71
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 = .00
16. Amount of Line 14 taxable at lineal rate (16) 22.RnPi-71 x 045 = 1,026.26
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1,026.26
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-13-2014 CD019534 .00 .25
08-13-2014 CDO19535 .00 1,026.02
TOTAL TAX PAYMENT 1,026.27
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. .00
TOTAL DUE .01CR
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.