HomeMy WebLinkAbout01-12-15 NOTICE OF INHERITANCE TAXpennsylvama
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
HARRISBURG PA 17128-0601
DATE 01-12-2015
ESTATE OF SHARKEY LOIS
DATE OF DEATH 01-02-2014
FILE NUMBER 21 14-0286
COUNTY CUMBERLAND
SCOLLON COLLEEN T ACN 101
34 JACKSON DR APPEAL DATE: 03-13-2015
EAST BERLIN PA 17316-9309 (See reverse side under Objections)
Amount Remitted I
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 t-
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REV-1547 EX AFP C11-14) NOTICE O-F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHARKEY LOIS FILE NO. :21 14-0286 ACN: 101 DATE: 01-12-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •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 CSchedule E) (5) 77,8 98.4 9
6. Jointly Owned Property (Schedule F) (6) •00
7. Transfers (Schedule G) (7) ,00
8. Total Assets (8) 77,898,49
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,04 5.35
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) ,0 0
11. Total Deductions (11) 12,045.35
12. Net Value of Tax Return (12) 65,853,14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 65,853.14
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) 69i,8gi7s-14 x 045 = 2,963.39
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)= `c`:='2,963f39
TAX CREDITS: C� `'-' s�� C)
PAYMENT RECEIPT DISCOUNT C+3 C
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID *r s �7
09-02-2014 CDO19631 .00 2,963.39 l.i
TOTAL TAX PAYMENT.. 2(,-i63�(39
BALANCE OF TAX DUE.:) t-' 0
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.