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HomeMy WebLinkAbout03-02-15 F --- RECO • NOTICE OF INHERITANCE TAX pennsyLvania SAPPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14) INHERITANCE TAX DIVISION PO BOX 2806,0,4 z HARRISBURr. FKS71WAoi C DATE 03-02-2015 ESTATE OF SHAMBAUGH BETH A ORN i ti DATE OF DEATH 08-09-2014 FILE NUMBER 21 14-0893 COUNTY CUMBERLAND BUFFINGTON BRENDA K ACN 101 APT D APPEAL DATE: 05-01-2015 921 BOSLER AVE (See reverse side under Objections) LEMOYNE PA 17043-1760 Amount Remittedi 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- --bi--------------- -Ri-V---li4-7--Ei--A-FP--(-1-1--i-4-)-NOTICE--O-F--INHERITANCE-TAX-APPRAIiEMEii,-AEEOWi;CE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: SHAMBAUGH BETH AFILE NO. :21 14-0893 ACN: 101 DATE: 03-02-2015 TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 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 (Schedule E) (5) 9,993. 12 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 9,993. 12 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2,851.00 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10)^ 18,967.48 11. Total Deductions (11) 21,818.48 12. Net Value of Tax Return (12) 11,825.36- 15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 00 14. Net Value of Estate Subject to Tax (14) 11,825.36- NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS and/or 19 will reflect figures that include the total of all returns assessed to date. ASSESSMENT OF TAX: .00 X 00 = .00 15. Amount of Line 14 at spousal rate (15) 16. Amount of Line 14 taxable at lineal rate 016 nn x 045 = .00 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)= 00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 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.