HomeMy WebLinkAbout03-23-15 NOTICE OF INHERITANCE TAX pennsylvania
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
F f -. DATE 03-16-2015
ESTATE OF SHIELDS CHARLES E
DATE OF DEATH 09-13-2013
(7 ,,,, L FILE NUMBER 21 13-1019
TS 1 IRR 223 Pi ! 1 I2 COUNTY CUMBERLAND
SHIELDS III CHARLES E ACN 101
6 CLOU.SER RD APPEAL DATE: 05-15-2015
MEC+tANICSBURG --PA 17055 (See reverse side under Objections)
[41 l. t
r Amount Remitted
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MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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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: SHIELDS CHARLES EFILE NO. :21 13-1019 ACN: 101 DATE: 03-16-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 329,206.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 747,892.87 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) 1 24,0 54.74
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 62,272.82
8. Total Assets (8) 1 ,263,426.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4 0,35 7.09
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10,202.69
11. Total Deductions (11) 50,559.78
12. Net Value of Tax Return C12) 1 ,212,866.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 40,000.00
14. Net Value of Estate Subject to Tax C14) 1,172,866.65
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) 1 .1A7.RAA-AR X 045 = 52,553.99
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 5,000.00 X 15 = 750.00
19. Principal Tax Due (19)= 53,303.99
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-04-2013 CDO18494 11000.00 19,000.00
06-11-2014 CDO19289 .00 31,500.00
10-29-2014 CDO19853 20.41- 2,051 .80
TOTAL TAX PAYMENT 53,531.39
BALANCE OF TAX DUE 227.40CR
INTEREST AND PEN. .00
TOTAL DUE 227.40CR
* 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. ,�(�\
REV-1470 F�JC
(WAC) ,
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
DLN: 14200117
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG.PA 8-
DECEDENT'S NAME FILE NUMBER
Charles E Shields 2113-1019
REVIEWED BY ACN
Jason Kreiser 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
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The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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