HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAXp OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 ffltMED OFFICE OF
HARRISBURG PA 1712 6)0TER OF V,'iLLS
Rr I
DATE 12-29-2014
?019 OILC 29 F M 12 23 ESTATE OF STIPES KATHERINE E
DATE OF DEATH 07-17-2013
CLER'iOF FILE NUMBER 21 13-0810
WOLF ORPHMIS'si%"-J B COUNTY CUMBERLAND
CY,
'.� ACN 101
WOLFC&J?WDCFqP'17' APPEAL DATE: 02-27-2015
10 W HIGH ST (See reverse side under Objections)
CARLISLE PA 17013-2922 Amount Remittedl
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-
i--V:-li4-7--Ei--AFP--C-1-1--i-4-)-NOTICE--oi-INHERITANCE-TAX--APP-R-Aii-E-M-EN-T-,-ALLOWANCE,6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STIPES KATHERINE EFILE NO. :21 13-0810 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED 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) .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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,129,498.00
6. Jointly Owned Property (Schedule F) (6) 236,863.00
7. Transfers (Schedule G) (7)- .00
8. Total Assets (8) 1 ,366,361.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 33,620,52
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 5,1 4.65
11. Total Deductions (1l) 38,735. 17
12. Not Value of Tax Return (12) 1,327,626.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,327,626.00
NOTE: If an assessment was issued previously, Lines 14* 15, 16, 17, IS 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) I .A27.426-nn x 045 = 59,743. 17
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)= 59,743. 17
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-17-2014 CD019043 .00 59,701.05
08-19-2014 CDO19568 .00 42. 12
12-22-2014 SBADJUST .00 .43
TOTAL TAX PAYMENT 59,743. 17
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.