HomeMy WebLinkAbout03-08-13-" N~T~~E"t7F INHERITANCE TAX ~ ~ Pennsylvania
BUREAU OF INDIVIDUAL TAXES ,: _ApPPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ..i~:~~ ~~j;li~F ®EDIONSC~ND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP (09-12)
HARRISBURG PA 17128-0601
Ga EB ~ ~~°
OFtir"EF~~S' ~.~~~ y DATE 03-04-2013
Cl1MBERL~~C ~;'•'_, t~ { ESTATE OF STIMELING JOSEPH A
DATE OF DEATH 08-05-2012
FILE NUMBER 21 12-0907
RONALD E JOHNSON ESQ COUNTY CUMBERLAND
78 W POMFRET ST ACN 101
APPEAL DATE: 05-03-2013
C A R L I S L E P A 17 013 - 3 216 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- -~ RETAIN LOWER PORTION FOR YOUR RECORDS F--
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
--------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STIMELING JOSEPH AFILE N0.:21 12-0907 ACN: 101 DATE: 03-04-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED
VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2. Stocks and Bonds (Schedule B) C2) .
,00 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
' 00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2 0,297.2 3
6. Jointly Owned Property (Schedule F) (6) 6, 966.49
7. Transfers (Schedule G) (7) 31,500.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 58.763 72
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 11 73 70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 0 0
11. Total Deductions
12. Net Value of Tax Return (11) 11,273.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule
(12)
J) 47,480.02
14. Net Value of Estate Subject to Tax
(13) - 0 0
(14) 47,490.02
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 a nd/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
00 =
16. Amount of Line 14 taxable at lineal rate (16) 47. .
X
490 07 X 045 .00
= 2, 137
05
17. Amount of Line 14 at sibling rate (17) 00 X 12 .
=
18. Amount of Line 14 taxable at collateral rate C18)
00 X 15 .00
=
19. Principal Tax Due . .00
TAX CREDITS:
(19)= 2, 137.05
'" "-"' ^°`'cari DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-30-2012 (0016443 14.90 283.07
12-19-2012 (0016943 .00 1,839.08
TOTAL TAX PAYMENT 2,137.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR),
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
YOU MAY BE DUE