HomeMy WebLinkAbout04-20-15 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX QV
REV-1547 EX AFP (11-14)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTER
OF WILLS
DATE 04-20-2015
?015 PPR ZO PM 1 21 ESTATE OF SHOLLEY LORRAINE D
DATE OF DEATH 09-24-2014
CLERK lir FILE NUMBER 21 14-0932
COUNTY CUMBERLAND
SHOLLEY EXECQP[t, f4 C0LIP,T ACN 101
1681 WALNVTJ ,BOrT,OM' RD ,` APPEAL DATE: 06-19-2015
CARLISLE PA 17015 (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
REV 1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHOLLEY LORRAINE DFILE NO. :21 14-0932 ACN: 101 DATE: 04-20-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 83,510.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. 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) 58,5 27.22
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 142,037.22
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 ,8 30.34
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 267.51
11. Total Deductions (11) 12,097.85
12. Net Value of Tax Return (12) 129,939.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 129,939.37
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) F;3•9;47-75 X 045 = 2,409.40
17. Amount of Line 14 at sibling rate (17) . 0 0, X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) 76,397. 12 X 15 = 11,459.57
19. Principal Tax Due (19)= 13,868.97
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-05-2014 CDO19991 691.53 13,139.03
PAYMENT MUST BE MADE BY 06-24-2015*. TOTAL TAX PAYMENT 13,830.56
BALANCE OF TAX DUE 38.41
INTEREST AND PEN. .00
TOTAL DUE 38.41
* 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.