HomeMy WebLinkAbout02-17-15 NOTICE OF INHERITANCE TAXpennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Z' 7 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 7�r_D 0—FICE OF
HARRISBURG PA ]R 1D ab�j-L I-
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REG I(STEi DATE 02-16-2015
ESTATE OF SHANK DAVID D
?015 FEB 17 M 1 11 DATE OF' DEATH 05-12-2014
I– FILE NUMBER 21 14-0535
C L E o� ' COUNTY CUMBERLAND
GATES 0 R P H im, ISAMU E-C A ACN 101
250 ST APPEAL DATE: 04-17-2015
H A N 0 PA 17331 (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 4—
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHANK DAVID DFILE NO. :21 14-0535 ACN: 101 DATE: 02-16-2015
TAX RETURN WAS: ) ACCEPTED AS FILED X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 169,900.00 NOTE: To ,ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,775.83
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7, 292,803.54
B. Total Assets (8) 472,472.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 57,983.98
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 86,490.37
11. Total Deductions (11) 144,474.35
12. Net Value of Tax Return (12) 328,005.02
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 328,005.02
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
2
16. Amount of Line 14 taxable at lineal rate (16) ;1 •22n- 1 6 x 045 = 10,404.91
17. Amount of Line 14 at sibling rate (17) nO x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 96,784.86 x 15 = 14,517.73
19. Principal Tax Due (19)= 24,922.64,
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-29-20144 CDO19618 .00 21,815.18
INTEREST IS CHARGED THROUGH 03-03-2015 TOTAL TAX PAYMENT 21,815.18
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 3,107.46
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.84
TOTAL DUE 3,112.30
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.
REV-1470 EX(01.40)
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Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
Box
HARRIPO 28Q8Q1
8-
DECEDENT'S NAME FILE NUMBER
David D. Shank 21140535
REVIEWED BY ACN
Wiyons 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The deductions are paid from the residue of the Estate.
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