HomeMy WebLinkAbout07-14-14 NOTICE OF INHERITANCE TAX pennsylvank
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE i�r
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
PO BOX 280601 REV-3547 EX AFP (09-13)
HARRISBURG PA 17128-0601
DATE 07-14-2014
ESTATE OF WOODIN STIRLING E
DATE OF DEATH 04-29-2013
FILE NUMBER 21 13-1112
COUNTY CUMBERLAND
NOONAN ESQ LINDA S ACN 101
526 W WALNUT ST APPEAL DATE: 09-12-2014
ALLENTOWN PA 18101 (See reverse side underObjecdons)
Amount Remitted- �
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- 10 RETAIN 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: WOODIN STIRLING EFILE N0. :21 13-1112 ACN: 101 DATE: 07-14-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (17 .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
S. 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/Mist. Personal Property (Schedule E) (5) 1 ,500.00
6. Jointly Owned Property (Schedule F) (6) 44,931 .79
7. Transfers (Schedule G) (7) 709,808.42
B. Total Assets (8) 756,240.21
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) . 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) . 00
12. Net Value of Tax Return (127 756,240 .21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 183,728.02
14. Net Value of Estate Subject to Tax (14) 572,512. 19
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) 527,578.40 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16)- 44.9"31 ,79 X 045 = 2,021 .93
17. Amount of Line 14 at sibling rate (17) .DO X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 C�p0
19. Principal Tax Due (1 X1
TAX CREDITS: C 2a2l _95 c)
m c C ;i O
PAYMENT RECEIPT DISCOUNT (+) r
DATE AMOUNT PAID .�'"
NUMBER INTEREST/PEN PAID (-7 Ch-�`
01-28-2014 CDO18709
.00 2,021 .93 C7\. . C>
i
i
IV C/a O
TOTAL TAX PAYMENT 2,021 .93
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. \\(
REV-1070 Ex(0140) ,
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE
EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Stirling E. Woodin 2113-1112
REVIEWED BY ACN
Wlyons 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The Estate is deferring the tax on the trust.
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