HomeMy WebLinkAbout03-30-15 NOTICE OF INHERITANCE TAX .'J pennsyLvarna
-APPRAISEMENT, ALLOWANCE OR DISALLOWANCE t
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT FREVENUE
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INHERITANCE TAX DIVISION � � REV-1547 EX AFP (11-14)
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3� ESTATE OF SHICORA HELEN
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` LL FILE NUMBER 21 14-0894
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�+ 1IbGE ST. ^, APPEAL DATE: 05-29-2015
.c u m mi ,`E' '- ?' (See reverse side under Objections)
NEW CUMBERLAND PA 17070-1927 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 !-
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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: SHICORA HELEN FILE NO. :21 14-0894 ACN: 101 DATE: 03-30-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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 portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 36,118.78
6. Jointly Owned Property (Schedule F) (6)
67,589.07
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 103,707.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18,314.88
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 18,314.88
12. Net Value of Tax Return (12) 85,392.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 85,392.97
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 C15) 00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) Rri.392 97 X 045 = 3,842.68
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 C19)= 3,842.68
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-14-2014 CDO19923 192.13 3,650.55
TOTAL TAX PAYMENT 3,842.68
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.