HomeMy WebLinkAbout05-05-14 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 EX AFP (08-13)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTER OF WILLS DATE 05-05-2014
STMBUGH
?014 01flY 5 PM 2 53 DATETOFODEATH 06-24-2013 ELEANOR E
FILE NUMBER 21 13-0794
CLERK OF COUNTY CUMBERLAND
OSZUSTOWICZ OAKS' COURT ACN 101
104 S HANOVE�A�BERLAN� C3Q J APPEAL DATE: 07-04-2014
CARLISLE PA 170 3- 42 (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 4 RETAIN LOWER PORTION FOR YOUR RECORDS !-
REV-1547 EX AFP (OS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STUMBAUGH ELEANOR EFILE NO. :21 13-0794 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) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portio,of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 158,199.39
6. Jointly Owned Property (Schedule F) (6) 313.98
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 158.513.37
APPROVED DEDUCTIONS AND EXEMPTIONS: -
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6.249.13
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 369.86
11. Total Deductions (11) 6,618.99
12. Net Value of Tax Return (12) 151,894.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14J 151,894.38
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) lrl .R94-31 X 045 = 6,835.25
17. Amount of Line 14 at sibling rate (17) -Dn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 6,835.25
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-23-2013 CDO18168 338.95 6,440.00
12-31-2013 CDO18594 .00 56.25
04-28-2014 SBADJUST .00 . 05
TOTAL TAX PAYMENT 6,835.25
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. \\f