HomeMy WebLinkAbout12-29-14 ' F NOTICE OF INHERITANCE TAX , pennsylvania
nn P IS NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIQ R�EU t hCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISSIONION REGISTER O F WILLS --- REV-1547 EX AFP (11-14)
PO BOX 280601 WILLS
HARRISBURG PA 17128-0601
?011 oEC 29 FM! 12 263 DATE 12-29-2014
ESTATE OF LINE SHELBY E
C LE 0 F DATE OF DEATH 02-23-2014
ORPHANS' COURT FILE NUMBER 21 14-0235
DUNCAN CUl+1 LEA 1My A^ ' '��� COUNTY CUMBERLAND
ACN 101
1 IRVINE ROW APPEAL DATE: 02-27-2015
CARLISLE P A 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 -I RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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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: LINE SHELBY EFILE NO. :21 14-0235 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 250,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 131158.09 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) 75,943.69
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 499.90
8. Total Assets (8) 339,601 .68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 23,106.49
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 183,808.81
11. Total Deductions (11) 206,915.30
12. Net Value of Tax Return (12) 132,686.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 132,686.38
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) .0 0, X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 39.1 R6-4R X 045 = 5,948.39
17. Amount of Line 14 at sibling rate (17) -D0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 499.90 X 15 = 74.85
19. Principal Tax Due (19)= 6,023.24
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-26=2014 CDO19605 .00 6,465.56
TOTAL TAX PAYMENT 6,465.56
BALANCE OF TAX DUE 442.32CR
INTEREST AND PEN. .00
TOTAL DUE 442.32CR
* 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.
REV-1470 EX(01-10) - -
pennsyLvanla INHERITANCE TAX
Y DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG-PA 17128-0601
DECEDENTS NAME FILE NUMBER
Shelby Line 2114-0235
REVIEWED BY ACN
Alan —Agent 99 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 2 PSERS accounts are not taxable for Pennsylvania inheritance tax purposes.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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