HomeMy WebLinkAbout01-20-15 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVID�/ �SA�(6S� �-i�� OFEDUCTIONS AND ASSESSMENT OF TAX T- i RE -1547 EX AF REVENUE
INHERITANCE TAX DIVI ll� //r�JJ��'wED 0 `' REV-1547 EX AFP (11-14)
PO BOX
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HARRISBURGPA17128-06REGIS ( l_r LU �' f(-F
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t1i5 Ji3iV 12 1Z DATE ESTATE OF STAUB_2015 KATHRYN R
EF DATE OF DEATH 06-06-2014
FILE NUMBER 21 14-0594
COUNTY CUMBERLAND
PAXTON -SHARON_ R : ,°� ACN 101
100 PINE ETAPPEAL DATE: 03-20-2015
PO BOX 1166 (See reverse side under Objections)
HARRISBURG PA 17108-1166 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 --------------
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REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STAUB KATHRYN RFILE NO. :21 14-0594 ACN: 101 DATE: 01-19-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2) 8,44 4.94 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 CSchedule E) (5) 71,4 5 6.34
6. Jointly Owned Property (Schedule F) (6) 149,950.58
7. Transfers (Schedule G) (7) 252,041.02
8. Total Assets C8) 481 ,892.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24,750.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 121.68
11. Total Deductions (11) 24,871 .68
12. Net Value of Tax Return (12) 457,021 .20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 457,021.20
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) 4r;7,n?1 .?n X 045 = 20,565.95
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 20,565.95
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-05-2014 CDO19641 1,028.30 19,537.65
TOTAL TAX PAYMENT 20,565.95
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.