HomeMy WebLinkAbout09-09-14 p� NOTICE OF INHERITANCE TAX pennsylvania
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BUREAU OF INDIVIDUAL TAXES BP"tl� tY(5'T YDFI$"('A'Nd'�A SSE SSM ENT OF TAX DEPARTMENT OF REVENUE
POHBOXT280601 DIVISION REGISTER OF YJILLS REV-1547 IX AFP (08-13)
HARRISBURG PA 17128-0601 I0
2014 SEP 9 PM 2 59DATE 09-09-2014
ESTATE OF STUCKEY VIRJEAN C
CLERK OF DATE OF DEATH 09-01-2012
ORPHANS' COU,2T FILE NUMBER 21 12-1003
BIDDLE JANE CUt BERLA`ID C -'., A COUNTY CUMBERLAND
ACN 101
APT 308 APPEAL DATE: 11-08-2014
4780 COVE CIR (See reverse side under Objections)
ST PETERSBURG FL 33708-2870 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---
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REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STUCKEY VIRJEAN CFILE NO. :21 12-1003 ACN: 101 DATE: 09-09-2014
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) (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 CSchedule D) (4) • DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 35,926. 00
6. Jointly Owned Property (Schedule F) (6) 3,741 . 00
7. Transfers (Schedule G) C7) . 00
8. Total Assets (8) 39.667.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9.699. 00
30. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7.040.00
11. Total Deductions (11) 16,739. 00
12. Net Value of Tax Return C12) 22,928.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 22,928.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) • 00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 22,928- 00 X 045 = 1 ,032.00
17. Amount of Line 14 at sibling rate (17) - nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = . 00
19. Principal Tax Due (19)= 1 ,032. 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-28-2014 CDO19065 28. 00- 1 ,060.00
09-02-2014 SBADJUST . DO .01
TOTAL TAX PAYMENT 1,032.00
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE .00
x 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.