HomeMy WebLinkAbout12-15-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TrnuCdfONS AND ASSESSMENT OF TAX
PO Box 280601AX DIVISION RECORDED WME REV-1547 EX AFP (11-14)
HARRISBURG PA 17128-0601 REGISTER OF WILLS
DATE 12-15-2014
15 pn 12 iZ ESTATE OF STUART JACQUELYN
25v L DATE OF DEATH 06-28-2012
CLERK OF FILE NUMBER 21 12-1115
tApS' COURT COUNTY CUMBERLAND
KOPECKY ESQ J ACN 101
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120 SOUTH ST CUMBERL "'1iki0 Cr-"11 APPEAL DATE: 02-13-2015
HARRISBURG PA 17101-1210 (See reverse side under Objections)
Amount Remitted)
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 4-
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REV-1547 EX AFP (11-14) NOTICE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STUART JACQUELYN FILE NO. :21 12-1115 ACN: 101 DATE: 12-15-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 96,926.56 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .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 (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 25,797.01
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 122,723.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,12 3.91
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 3,971 .21
11. Total Deductions (11) 10,095.12
12. Net Value of Tax Return (12) 112,628.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14, Net Value of Estate Subject to Tax (14) 112,628.45
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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 112.69R-49; x 045 = 5,068.28
17. Amount of Line 14 at sibling rate (17) -On x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (i9)= 5,068.28
TAX CREDITS:
. PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-01-2014 CD019497 201.67- 5,269.95
12-08-2014 SBADJUST .00 2.39
TOTAL TAX PAYMENT 5,068.28
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.