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 [}gppgDED OFFICE O
HARRISBURG PA 1'�} g�'j�'6b]
REGISTER OF WILLS
DATE 12-22-2014
2014 OEC 19 Pl iI 1118-, ESTATE OF SHOFFNER MARVIN L
f' DATE OF DEATH 06-23-2014
CLERK OF FILE NUMBER 21 14-0764
MCKNIG@R ANS'taQ869 A
COUNTY CUMBERLAND
101
IRWIdLNg_E?R4jGHTj C;, PA APPEAL DATE: 02-20-2015
CARLISLE PA 17 013 (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 - 1- RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHOFFNER MARVIN LFILE NO. :21 14-0764 ACN: 101 DATE: 12-22-2014
TAX RETURN WAS: (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,
0 0 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) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 80,583.86
8. Total Assets (8) 80,583.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11000.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 11000.00
12. Net Value of Tax Return (12) 79,583.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 79,583.86
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) 79-SA 5-86 X 045 = 3,581.27
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate t {18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,581.27
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-15-2014 CDO19555 179.06 3,402.21
TOTAL TAX PAYMENT 3,581.27
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.