HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 DC AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 �������� ���j�� 0F
R����T�� �� �'�L���ATE 03-25-2013
STATE OF STEWART GLENN
'��f� ���t �� �� � F�LE NUMBERTH 21 12-0555
FOREST N MYERS ����� 4�, COUNTY CUMBERLAND
��v AC N 101
137 PARK PL W ��{����S' �(���"�' APPEAL DATE: 05-24-2013
SHIPPENSBURG PA 1725����RL���� ��•� �� (SeereversesideunderObjections)
Amount Reaitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
' 1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALt3NG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �
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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: STEWART GLENN FILE N0. :21 12-0555 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1� 236,900.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� 574,481.01 credit to your account,
.0 0 submit the upper portion
3. Closely Neld Stock/Partnership Interest CSchedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E� (5) 406,550.98
6. Jointly Uwned Property CSchedule F) C6� .0 0
7. Transfers CSchedule 6) ��� 170,053.93
8. Total Assets c8) 1,387,985.92
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 120.543.53
10. Debts/Mortgage Liabilities/Liens CSchedule I) �lp� 1 .28 3.21
11. Total Deductions C11) 121,826.74
12. Net Value of Tax Return C12� 1,26b,159.18
13. Charitable/6overnmental Bequests; Non-elected 9113 Trusts CSchedule J) �ig� .0 0
14. Net Value of Estate Subject to Tax C14� 1,2bb,159.18
NUTE: 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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) � •���•��9- �� x 045 = 56,977.16
17. Amount of Line 14 at sibling rate C17) -�� X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19�= 56,977.16
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-24-2012 CD016286 2,500.00 47,500.00
01-25-2013 CD017097 .00 6,977.16
TOTAL TAX PAYMENT 56,977.16
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 FOR INSTRUCTIONS. �