HomeMy WebLinkAbout05-05-14 NOTICE OF INHERITANCE TAXI pennsyLvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - - REV-1547 Ex AFP (08-13)
PO BOX 280601 REC,ORQ
HARRISBURG A280 01 17128-0601 ER OFFICE OF
REGISTER OF WILLS DATE 05-05-2014
?014 (7flY 5 ESTATE OF STAMBAUGH ROSS C
M 2 52 DATE OF DEATH 03-31-2013
CLERK OF FILE NUMBER 21 13-0438
COUNTY CUMBERLAND
BOGAR J@iANS] COURT ACN 101
1 W MAIN ST CUMBERL 1/p rn APPEAL DATE: 07-04-2014
SHIREMANSTOWN PA 17011-63P7� PQ (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 LOWER PORTION FOR YOUR RECORDS F
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STAMBAUGH ROSS CFILE NO. :21 13-0438 ACN: 101 DATE: 05-05-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 89,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) BD 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) 129,338.34
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 219.238.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 23.847.74
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 23,847.74
12. Net Value of Tax Return (12) 195,390.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) - . 00
14. Net Value of Estate Subject to Tax (14) 195,390.60
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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) On X 045 = .00
17. Amount of Line 14 at sibling rate (17).. nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 195,390.60 X 15 = 29,308.59
19. Principal Tax Due (19)= 29,308.59
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-24-2013 (0017785 1 ,432. 02 27,208.45
12-31-2013 CDO18592 .00 668. 12
TOTAL TAX PAYMENT 29,308.59
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ,`n\