HomeMy WebLinkAbout08-29-14 NOTICE OF INHERITANCE TAX ] pennsylvania DEPARTMENT OF REVENUE
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Y�►i��+
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 09-01-2014
ESTATE OF STANLEY BETTY J
DATE OF DEATH 01-17-2013
FILE NUMBER 21 13-0196
COUNTY 21CUMBERLAND
JAMES ESQ GARY L
134 SIPE AVE ACN APPEAL DATE: 10-31-2014
HUMMELSTOWN PA 17036-9162 (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 F
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STANLEY BETTY JFILE NO. :21 13-0196 ACN: 101 DATE: 09-01-2014
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) C2) .00 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
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) 12,997. 18
6. Jointly Owned Property (Schedule F) (6) 162,078.46
7. Transfers (Schedule G) (7) 277,486.87
S. Total Assets (8) 452.562.51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,991 .63
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5.685.71
11. Total Deductions (11) 23,677.34
12. Net Value of Tax Return (12) 428,885.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 428,885, 17
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or r39 will
I
reflect figures that include the total of all returns assessed (Do date. s m
ASSESSMENT OF TAX: p m n
15. Amount of Line 14 at spousal rate (15) .00 X (� ;
16. Amount of Line 14 taxable at lineal rate (16) 4?R.RRF. 17 X "5-'E C7 ,29
17. Amount of Line 14 at sibling rate (17) - nn X 1t1- � "
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1j� CA :7'S..-
19. Principal Tax Due E1>9)tt 2� y$]8"^
TAX CREDITS: n C> -n n
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID I--` r- m0
04-16-2013 CDO17457 963. 16 18,300.00 N 'T1
04-23-2014 CDO19055 .00 36.67
08-25-2014 SBADJUST .00 .57
TOTAL TAX PAYMENT 19,299.83
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.