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HomeMy WebLinkAbout10-09-12 ~p NOTICE OF INHERITANCE TAX pennsyLvarna r, BUREAU OF INDIVIDUAL TAXES ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION 1D= IONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11) E PO BOX 280601 FC'- r- - HARRISBURG PA 17128-0601-+J DATE 10-08-2012 2012 OCT -9 Pi's 3' 3 I ESTATE OF STAMBAUGH BLANCHE A DATE OF DEATH 09-27-2011 FILE NUMBER 21 11-1084 QAP~-!N""S' "Lj Ij T COUNTY CUMBERLAND LOWELL R GATES ABERLMD CO FA ACN 101 STE 100 APPEAL DATE: 12-07-2012 1013 M U M MA RD (See reverse side under Objections) LEMOYNE PA 17043-1144 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 4- ------------------------------------------------------------RECORDS--4 REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: STAMBAUGH BLANCHE AFILE NO-:21 11-1084 ACN: 101 DATE: 10-08-2012 TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A) (1) .00 NOTE: To ensure proper 2. Stocks and Bonds CSchedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest CSchedule C) C3) 00 submit the upper portion 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) 19,699.41 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 252,379.58 8. Total Assets (8) 272,078.99 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10,6 31.69 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,200.60 11. Total Deductions CII) 11,832.29 12. Net Value of Tax Return (12) 260,246.70 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax C14) 260,246.70 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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/Class A rate (16) 26n.246.70 ,x 045 = 11,711.10 17. Amount of Line 14 at Sibling rate (17) -nn x 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due C19)= 11,711.10 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 12-22-2011 CDO15387 526.32 10,000.00 06-27-2012 CDO16196 .00 1,184.78 TOTAL TAX PAYMENT 11,711.10 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 D E FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.