HomeMy WebLinkAbout09-15-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE r,\l` DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX '! IBAR
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-15-2014
ESTATE OF STONER GRACE E
DATE OF DEATH 09-30-2011
FILE NUMBER 21 11-1116
COUNTY CUMBERLAND
MORRISON ESQ SCOTT W ACN 101
6 W MAIN ST APPEAL DATE: 11-14-2014
PO BOX 232 (See reverse side under Objections)
NEW BLOOMFIELD PA 17068-0232 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1----- ---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: STONER GRACE EFILE NO. :21 11-1116 ACN: 101 DATE: 09-15-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 89,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
DO submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 103,882.97
6. Jointly Owned Property (Schedule F) (6) 7,821 .72
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 201 .204.69
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 .581 .63
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14,544. 04 ry
11. Total Deductions X26, 2267
12. Net Value of Tax Return 3t18 _175,r8l X02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C�1ygu)1 —,-..,T��r?�O
Z�TrT- ��75,.Ili7 Q,02
14. Net Value of Estate Subject to Tax 147
Cn rn
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17;>If- and/6P 19-1M M
reflect figures that include the total of all returns assessed to�dateti Q CD
ASSESSMENT OF TAX: -, n `� :a � T
15. Amount of Line 14 at spousal rate (15) . 00 7C� QQ' _ -. �-.00
16. Amount of Line 14 taxable at lineal rate C16) 17ri.n79. n7 X 045 = (V 7,�rB.78156
17. Amount of Line 14 at sibling rate (17) _nn X- 12 = !--` (n(n .O� 0�0
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 7,878.56
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-7
12-15-2011 CDO15345 393.93 10,000.00
TOTAL TAX PAYMENT 10,393.93
BALANCE OF TAX DUE 2,515.37CR
INTEREST AND PEN. .00
TOTAL DUE 2,515.37CR
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.