HomeMy WebLinkAbout04-29-15 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 REV-1547 EX AFP (11-14)
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PO BOX 280601 nN
CORDED OFFICE
HARRISBURG PA 1712ftDl
R CISTER OF WILLS DATE 04-27-2015
7015 pFR 29 pn 12 15 ESTE TATE ODEATH F SHAFFE2014 R SOPHIE L
DAOF 04-19-
C L E OF FILE NUMBER 21 14-0683
MILLS ORP HM"k"OU COUNTY CUMBERLAND
Y L ACN 101
481 OLE�@TAfff
j�RjV,� APPEAL DATE: 06-26-2015
LEWISBERRY PA 17339-9319 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +-
R-V:-li4-7--Ei--AFP-i-1-1--i-4-)-NOTICE--O-F-INHERITANCE--TAX--APP-R-A-Ii-E-M-ENi-t--ALLOWANCE-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHAFFER SOPHIE LFILE NO. :21 14-0683 ACN: 101 DATE: 04-27-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 147,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 8) (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) 2,741 .27
6. Jointly Owned Property (Schedule F) C6) 9,813. 12
7. Transfers (Schedule G) C7)- .00
8. Total Assets (8) 159,554.39
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,017.94
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 44,354.51
11. Total Deductions C11) 48,3'72.45
12. Net Value of Tax Return (12) 111,181.94
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 111,181.94
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) 111 •181 -94 x 045 = 5,003.19
17. Amount of Line 14 at sibling rate (17) .0 0, x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 5,003-19
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-08-2015 CD020103 .00 11000.00
01-08-2015 CD020104 .00 4,003.19
TOTAL TAX PAYMENT 5,003-19
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.