HomeMy WebLinkAbout03-30-15 NOTICE OF INHERITANCE TAX _ pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE T V S � REV-1547 EX AFP (11-14)
PO BOX 280601�eaj� ,ED OFFICE, OF
HARRISBURG PA 17R�I S M E R O F 4 I L. &
NISVppn nit mR L DATE 03-30-2015
N S MR 30 PM 12 '9 ESTATE OF SHARBAUGH SUSAN M
DATE OF DEATH 03-29-2014
CLF;;'\ OF FILE NUMBER 21 14-1078
GALLAIRWHANS' CDA4iiD R COUNTY CUMBERLAND
ACN 101
54 -T,UW-1LNRSR,"?". t ,' APPEAL DATE: 05-29-2015
MECHANICSBURG PA 17055-3851 (See reverse side under Objections)
Amount Remitted
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: SHARBAUGH SUSAN MFILE NO. :21 14-1078 ACN: 101 DATE: 03-30-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,516.59
6. Jointly Owned Property (Schedule F) (6) 59,908.93
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 61 ,425.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9,856.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 35,910.76
11. Total Deductions (11) 45,766.76
12. Net Value of Tax Return (12) 15,658.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 00
14. Net Value of Estate Subject to Tax (14) 15,658.76
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) .0 0, X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) 1 S•69;8-76 X 045 = 704.64
17. Amount of Line 14 at sibling rate (17) .0n X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 704.64
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-13-2014 CDO19897 .00 704.64
TOTAL TAX PAYMENT 704.64
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.