HomeMy WebLinkAbout05-30-14 NOTICE OF INHERITANCE TAX [ jpennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ' 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 05-26-2014
ESTATE OF STONER EUGENE R
DATE OF DEATH 04-15-2013
FILE NUMBER 21 13-0464
COUNTY CUMBERLAND
MATEYA MARK A ACN 101
55 W CHURCH AVE APPEAL DATE: 07-25-2014
CARLISLE PA 17013-3202 (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 --+ RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS--4
REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STONER EUGENE RFILE NO. :21 13-0464 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 245,000.00 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 L) (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) 313,735.57
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 558.735.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 60 ,580 .63
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11 .246. 03
11. Total Deductions (11) 71 ,826.66
12. Net Value of Tax Return 4 2) W�6,90BA91
C -7--
(Z-4 .
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) �3� rn ADO
14. Net Value of Estate Subject to Tax 4 7 ;a6,9-08P91
D { C"
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17,QEg:aii'd/oL,19 -Vhi4
reflect figures that include the total of all returns assessed tIr ntecD o
ASSESSMENT OF TAX: U'. � , o 0
15. Amount of Line 14 at spousal rate C15) .00 XCO(L-, —0 -n .r00
16. Amount of Line 14 taxable at lineal rate (16) 4R6.9nS-91 x 049 =IT_ 1 ,x-90
(� C '
17. Amount of Line 14 at sibling rate (17) - n0 X _ �. r Cre0
18. Amount of Line 14 taxable at collateral rate (18) .00 X �J) Ca D
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-15-2013 CDO17880 1 ,095.55 27,000.00
TOTAL TAX PAYMENT 28,095.55
BALANCE OF TAX DUE 6, 184.65CR
INTEREST AND PEN. .00
TOTAL DUE 6,184.65CR
e 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.