HomeMy WebLinkAbout02-06-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL raxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF "DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-06~EC~R~E~ VFF~CE OF
REGISTE~t OF ~1lLLS
'~~3 FES ~ P(~ 1 `~2
STEPHEN D TILE~rLERK 4{
5 S HANOVEI~~R'HARS~ ~iGURT
CARLISLE CUM~ERL~~[}~y3-E3~07
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-~~= ~. -~ Pennsylvania
DEPARTMENT OF REVENUE
REY-1547 IX AFP (12-12)
DATE 01-29-2013
ESTATE OF STAHLER JERALD W
DATE OF DEATH 05-03-2007
FILE NUMBER 21 07-0697
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-30-2013
(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 ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E~ _ _____
REV-1547 EX AFP C12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS .AND ASSESSMENT OF TAX
ESTATE OF: STAHLER JERALD WFILE N0.:21 [l7-n~97 ecN~ ini Herr. ni_~,c~_-~n~z
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED DN: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 39,700.00 NOTE: To en
2.
Stocks and Bonds (Schedule B)
(2)
,0 0 sure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .D 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 535,312.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets cs) 575.012.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) _ 12.6 .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 12,622.00
12. Net Value of Tax Return C12) 562,390.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 562,390.00
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 ret urns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 562,390.00 x 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) 0 0 =
.
X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 x 15 = .0 0
19. Principal Tax Due (19? =
TAX CREDITS: .0 0
rArmen~ RECEIPT DISCOUNT C+)
DATE. NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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