HomeMy WebLinkAbout12-29-14 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
PO BOX 280601 O R O E D OFFICE OF
REV-1547 EX AFP C11-14)
HARRISBURG PA 171 O1
REGISTER OF `f"US
DATE 12-29-2014
Zply C' C 29 IPM 12 25 ESTATE OF SHEDLOSKY EDMOND F
DATE OF DEATH 11-26-2013
CL ER,:' OF FILE NUMBER 21 13-1312
BOYD ORPH/iN6kka, JRT S COUNTY CUMBERLAND
ACN 101
1'
381 6TVUU yGEES !;"!n "., PA
APPEAL DATE: 02-27-2015
NAPLES FL 34102-6532 (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 RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEDLOSKY EDMOND FFILE NO. :21 13-1312 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 408,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 15,021 .56 credit to your account,
S. 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 CSchedule E) (5) 4,68 9.00
6. Jointly Owned Property (Schedule F) (6) 118,512.99
7. Transfers (Schedule G) (7) 252,152.72
8. Total Assets (8) 798,376.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C91 18,729. 18
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,04 0.54
11. Total Deductions (11) 19,769.72
12. Net Value of Tax Return C12) 778,606.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax Cly) 778,606.55
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) 77A.AnA-F;F; X 045 = 35,037.29
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)= 35,037.29
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-20-2014 CDO18785 1,751 .86 35,000.00
TOTAL TAX PAYMENT 36,751.86
BALANCE OF TAX DUE 1,714.57CR
INTEREST AND PEN. .00
TOTAL DUE 1,714.57CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �J