HomeMy WebLinkAbout02-21-14 NOTICE OF INHERITANCE TAXJ pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCEll DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX --
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF BERTRAM STELLAMAR B
DATE OF DEATH 12-08-2012
FILE NUMBER 21 13-0031
COUNTY CUMBERLAND
MULLAUGH ELIZABETHP ACN 101
100 PINE STREET APPEAL DATE: 04-18-2014
PO BOX 1166 (See reverse side under Objections)
HARRISBURG PA 17108-1166 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- 1 -RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS
REV 1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BERTRAM STELLAMAR BFILE NO. :21 13-0031 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 10,359.24
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 136,768.96
8. Total Assets (e) 147.128.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.229.61
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 28,474.58
11. Total Deductions (11) 43,704. 19
12. Net Value of Tax Return (12) 103,424.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Sub3ect to Tax (14) 103,424. 01
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: r '
15. Amount of Line 14 at spousal rate (15) .00 X 00,--)=
' -
16. Amount of Line 14 taxable at lineal rate (16) in3.424 -nn -c
12D_
2D X 4>654.4t--n
17. Amount of Line 14 at sibling rate (17) .nn % 12 _!-� ��� •'00�'jj
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 40',-)i
19. Principal Tax Due (19.); 4.654.08_'
TAX CREDITS: -3 i
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) fV = _T)
r
03-07-2013 CDO17296 232.70 4,500.00
W TT
02-10-2014 REFUND .00 78.62- W
TOTAL TAX PAYMENT 4,654.08
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. `V\