HomeMy WebLinkAbout10-20-14 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIV
OF D�DUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601 s'ORECORDED OFFICE F
HARRISBURG PA 17128-060'REGISTE;n\ OF V/ILLS
DATE 10-21-2014
?014 OCT 20 FM 12 12 ESTATE OF STOVER JAMES M
DATE OF DEATH 10-02-2013
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FILE NUMBER 21 13-1124 E. F
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ORPHm�A''K;' U �- T COUNTY CUMBERLAND
'�A� ACN 101
55 W CHUR6N tAVLE 11 L"�,"� � "- FA APPEAL DATE: 12-20-2014
CARLISLE PA 17013-3202 (See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS 46-
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REV-1547 EX AFP t08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STOVER JAMES MFILE NO. :21 13-1124 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
I. Real Estate (Schedule A) (1) 83,700.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .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) CS) 56,928.55
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 164,994.03
B. Total Assets (8) 305,622.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,965.46
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 1 ,659.58
11. Total Deductions (11) 19,625.04
12. Net Value of Tax Return (12) 285,997.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00
14. Net Value of Estate Subject to Tax (14) 285,997.54
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) 184,079.20 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 O 91R_34 x 045 = 4,586.33
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)= 4,586.33
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-30-2013 CDO18585 131 .58 2,500.00
06-20-2014 CDO19323 .00 1,954.75
TOTAL TAX PAYMENT 4,586.33
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.