HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL razes DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP COB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF STEWART MILTON E
DATE OF DEATH 08-18-2013
FILE NUMBER 21 13-1060
COUNTY CUMBERLAND
ROYER ESQ HEATHER D ACN 101
FL 3 APPEAL DATE: 11-21-2014
4431 N FRONT ST (See reverse side under Objections)
HARRISBURG PA 17110-1778 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE------------RETAI
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REV-1547 EX AFP C08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STEWART MILTON EFILE NO. :21 13-1060 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) •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 portion 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) 498,306.26
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets C8) 498,306.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) C9) 48 ,200.70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,715.30
11. Total Deductions (11) 49,916.00
12. Net Value of Tax Return C12) 448,390.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 44,839. 03
14. Net Value of Estate Subject to Tax C14) 403,551 .23
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: ^>
0
15. Amount of Line 14 at spousal rate (15) .00 � 00 — ;q 00
16. Amount of Line 14 taxable at lineal rate (16) 403.551 _93 LT5J 81
17. Amount of Line 14 at sibling rate (17) -00 §P = m — O 00
n
18. Amount of Line 14 taxable at collateral rate (18) .00 jfJ Z'— 1= —1 0. 00
19. Principal Tax Due t— X390
118 81
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) TI 'n
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
11-18-2013 CD018408 907.99 18,000.:OOti r- m
y CT, Cn O
TOTAL TAX PAYMENT 18,907.99
BALANCE OF TAX DUE 748. 18CR
- INTEREST AND PEN. .00
TOTAL DUE 748. 18CR
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.