HomeMy WebLinkAbout02-02-15 F NOTICE OF INHERITANCE TAX ��"`, pennsylvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ��--��++ j-r { n REV-1547 EX AFP C11-14)
HARRISBURG PA (t,&cQddi)17-0 CO i"IT I -E V{�F
REGIS 1 Ent O WILLS
DATE 02-02-2015
ZOIC �C� �� 20 ESTATE OF SHAFFER LUCILLE M
J L DATE OF DEATH 07-19-2014
FILE NUMBER 21 14-0701
CL-�' � COUNTY CUMBERLAND
MANBEC6RPHAN'S ;t 1 E
F,,�� ACN 101
TE: 04-03-2015
CAMP C�M,STONE: Ra APPEAL PA 17011-1425 (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
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHAFFER LUCILLE MFILE NO. :21 14-0701 ACN: 101 DATE: 02-02-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 118,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 45,564.00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 131,369. 12
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 295,432.12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28,881 . 16
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,723.43
11. Total Deductions (11) 32,604.59
12. Net Value of Tax Return (12) 262,827.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 262,827.53
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) - nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) 6?•9;72,53 X 12 = 31,508.70
18. Amount of Line 14 taxable at collateral rate (18) 255.00 X 15 = 38.25
19. Principal Tax Due (19)= 31,546.95
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-24-2014 CDO19713 1,577.35 30,347.07
TOTAL TAX PAYMENT 31,924.42
BALANCE OF TAX DUE 377.47CR
INTEREST AND PEN. .00
TOTAL DUE 377.47CR
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. \,(1
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REV-1470 EX(01.10) y
pennsylvania INHERITANCE TAX
EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box280601
HARRISBURG_ 0§0j
DECEDENT'S NAME FILE NUMBER
Lucille M Shaffer 2114-0701
REVIEWED BY
ACN
Yvonne Agent ID 96 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
J 6 The value of the charitable bequest has been disallowed. The decedent's Will did not
contain a specific bequest to the charity.
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