HomeMy WebLinkAbout05-30-14 NOTICE OF INHERITANCE TAX . . pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU of INDIVIDUAL raxe5 OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF STOKES EDWIN B
DATE OF DEATH 04-10-2013
FILE NUMBER 21 13-0530
COUNTY CUMBERLAND
BACHMAN FRED ACN 101
PO BOX 3215 APPEAL DATE: 07-25-2014
LANCASTER PA 17604-3215 (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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STOKES EDWIN BFILE NO. :21 13-0530 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchetlule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 62,951 . 11 credit to your account,
.00 submit the upper portion
3. Closely Hold 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) 334,938.31
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchetlule G) (7) 163,578.96
S. Total Assets (8) 561 ,468.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 36 ,631 . 16
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 36,631 . 16
12. Net Value of Tax Return (12) 524,837.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 524,837.22
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 dated
ASSESSMENT OF TAX: n s = A
15. Amount of Line 14 at spousal rate (15) 524,837.22 x�Q> = m 00
16. Amount of Line 14 taxable at lineal rate (16) -DU X�
17. Amount of Line 14 at sibling rate (17) on XI'12r a (•AO
18. Amount of Line 14 taxable at collateral rate (18) . DO Xr15 -'�
%�(T9il
19. Principal Tax Due 7 r-• ^UO
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID ] C n
(�. =
DATE NUMBER INTEREST/PEN PAID C-) �) N T— ITI
r
C)
'v Co
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
e IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE 1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \�