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NOTICE OF INHERITANCE TAX r pennsyLvarna
BUREAU OF INDIVID A�o AX sz'D� OFF0i01ES_EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVI�ENGIS T ER 0� wit?ESDEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128th-06�01
201tt 07U29
FM 12 23 DATE 12-29-2014
CLERK OF ESTATE OF SHOPE JEAN M
_ DATE OF DEATH 11-12-2013
ORPHANS' COURT FILE NUMBER 21 13-1232
UP1,1ERL; "rl r'7-, `-','k COUNTY CUMBERLAND
SPANGLEC� JERRY A ACN 101
57 W MAIN ST APPEAL DATE: 02-27-2015
N E W V I L L E PA 17241-1003 (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 ---- --), RETAINLOWERPORTIONFORYOURRECORDS
REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHOPE JEAN MFILE NO. :21 13-1232 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 127,500.00 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) 15,84 2.00
6. Jointly Owned Property (Schedule F) (6) 863.00
7. Transfers (Schedule G) C7) 4,744.00
B. Total Assets (8) 148,949.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,152,00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 12,152.00
12. Net Value of Tax Return (12) 136,797.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 136,797.00
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) 134.797-nn X 045 = 6,156.00
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 6,156.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-12_2014-- - -CDO18760- -_30-5.-26----. __. ---_. - 5;80-0.00- - ... . _
07-07-2014 CDO19386 .00 47.00
12-22-2014 SBADJUST .00 3.78
TOTAL TAX PAYMENT 6,156.00
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 1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.