HomeMy WebLinkAbout05-14-15 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)
PO BOX 28060' R;CORD)ED OFFICE OF
HARRISBURG PA 171 8-0601
REGISTE ' r,F VALS DATE 05-04-2015
?01S MY 14 PM 12 20 ESTATE OF SHEAFFER GAYLE K
DATE OF DEATH 05-06-2013
CLE" *, OF FILE NUMBER 21 13-0587
COUNTY CUMBERLAND
FLOWEORPHtl,115' THOMW$ E ACN 101
10 W
Ui 07-03-2015
,A,GH-'S-T r APPEAL DATE:
CARLISLE PA 17613-2922 (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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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHEAFFER GAYLE KFILE M0- :21 13-0587 ACN: 101 DATE: 05-04-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate CSchedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
S. 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) 1,805.25
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 1,805.25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20,237.07
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 66.00
11. Total Deductions (11) 20,303.07
12. Net Value of Tax Return (12) 18,497.82-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 222,280.08
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) 222.280-08, x 045 = 10,002.60
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (is)-- .00 X 15 = .00
19. Principal Tax Due (19)= 10,002.60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-21-2014 CDO18675 .00 51000.00
10-31-2014 CDC19866 109.53- 5,962.27
11-07-2014 SBADJUST .00 .48
TOTAL TAX PAYMENT 10,853.22
BALANCE OF TAX DUE 850.62CR
INTEREST AND PEN. .00
TOTAL DUE 850.62CR
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.