HomeMy WebLinkAbout03-18-13 NOTICE OF INHERITANCE TAX pennsylvama'!
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX ID REV-1547 EX AFP (09-12)
PO BOX 280681
HARRISBURG PA 17128-8601
RECORDED OFFICE OF DATE 03-11-2013
REGISTER OF VI L`_S ESTATE OF STONER SHIRLEY C
DATE OF DEATH 11-12-2011
l!t3 (�flB 18 18n 8 30 FILE NUMBER 21 11-1294
COUNTY CUMBERLAND
R MARK THOMAS ESp CLERK Li` ACN 101
101 S MARKET ST p�U5"!d6' AOu� c !� APPEAL DATE: 05-10-2013
MECHANICSBURG PAO17URT (See reverse side underObjecrions)
CUMBERLAND CO., PA 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 (
REV-1547 EX AFP C12-11) NOTICE- OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR --------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STONER SHIRLEY CFILE NO. :21 11-1294 ACN: 101 DATE: 03-11-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
submit the upper portio
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) 87,257.77
6. Jointly Owned Property (Schedule F) C67 108,476.52
7. Transfers CSchedule G) (7) 228,498.41
S. Total Assets (8) 424.232.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C91 13.582.47
10. Debts/Mortgage Liabilities/Liens (Schedule I) (yp) . On
11. Total Deductions (11) 13,582.47
12. Net Value of Tax Return C12) 410,650.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 410,650.23
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) 326,975.27 X 00 = .00
16. Amount of Line 14 taxable at lineal rate 0163 s3.674 96 X 045 = 3,765.37
17. Amount Of Line 14 at sibling rate (17) . nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 3,765.37
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT-C+) l AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-14-2012 CDO16920 .00 3,765.37
I
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-15-2012 TOTAL TAX PAYMENT 3,765.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. 38.29
TOTAL DUE 38.29
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUEv
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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