HomeMy WebLinkAbout12-15-14 NOTICE OF INHERITANCE TAXpennsyLvarna
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BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVI,�Lepti�R� � C A1C ForDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 CC((GG L REV-1547 EX AFP (11-14)
HARRISBURG PA 17128-OAG�0�1-^ICTE OF WILLS
t(CV 3 S� DATE 12-15-2014
2014 OEC is pn 12 1Z ESTATE OF URTON STELLA C
DATE OF DEATH 11-11-2013
CLERK OF FILE NUMBER 21 14-0123
OSZUSTOWIWPHAj%7'NCC11C COUNTY CUMBERLAND
104 S Hd1 M&Eg' ANID , P' ACN 101
APPEAL DATE: 02-13-2015
CARLISLE PA 17013-3420 (See reverse side under Objections)
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 F-
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REV 1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: URTON STELLA CFILE NO. :21 14-0123 ACN: 101 DATE: 12-15-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,071,081.20 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 88,196.72
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 1 ,159,277.92
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10,27 3.76
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8,4 20.20
11. Total Deductions (11) 18,693.96
12. Net Value of Tax Return C12) 1,140,583.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00
14. Net Value of Estate Subject to Tax (14) 1 ,140,583.96
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 C16) 1 .140.5,8-1.9( X 045 = 51,326.28
17. Amount of Line 14 at sibling rate C17) - 00, X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 51,326.28
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-10-2014 CDO18748 2,250.00 42,750.00
08-07-2014 CDO19519 .00 6,326.28
TOTAL TAX PAYMENT 51 ,326.28
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 V1\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.