HomeMy WebLinkAbout03-10-15 NOTICE OF INHERITANCE TAX pennsyLvarna
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 260601
HARRISBURG PA 17128-0601
DATE 03-09-2015
ESTATE OF SHIPMAN JAYNE A
DATE OF DEATH 09-30-2013
R E 0 C R E'LJ F:n` OF FILE NUMBER 21 13-1088
ROYER ESQ F _�H,EA._T_H-ER, '"D,S•".'-,-„ COUNTY CUMBERLAND
ACN 101
FL 3 APPEAL DATE: 05-08-2015
4431 N F R O R 5Sf 'R 10 P 1_'1 1 1-i (See reverse side under Objections)
HARRISBURG PA 17110-1778 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
0RP.: ' s' - - - REGISTER OF WILLS
1 COURTHOUSE SQUARE
Cl� � s CARLISLE PA 17013
CUT ALONG THIS LINE --► RETAIN LOWER PORTION FOR YOUR RECORDS
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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: SHIPMAN JAYNE AFILE NO. :21 13-1088 ACN: 101 DATE: 03-09-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 278,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 883,396.68 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) 45,05.0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 468,484.86
6. Jointly Owned Property (Schedule F) (6) 17,127.29
7. Transfers (Schedule G) (7) 1,006,758.84
8. Total Assets (8) 2,698,767.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 91 ,8 54.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 40 ,248.85
11. Total Deductions (11) 132,103.79
12. Net Value of Tax Return C12) 2,566,663.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,566,663.88
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) x 045 = 115,499.87
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)= 115,499.87
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-27-2013 CDO18572 5,263. 16 100,000.00
06-27-2014 CDO19352 .00 10,000.00
10-21-2014 CDC19810 2. 19- 238.92
TOTAL TAX PAYMENT 115,499.89
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* 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.