HomeMy WebLinkAbout03-02-15 NOTICE OF INHERITANCE TAX - ...rT.7 Pennsylvania
YP"ISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDr Lp -X E'S ru imh
DEDUCTIONS AND ASSESSMENT OF TAX
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INHERITANCE TAX 1) REV-1547 EX AFP (11-14)
PO BOX 280601 �J I L L'S
HARRISBURG PA 1712WICIXIIS
2 pm 12 31 DATE 02-24-2015
ESTATE OF STUCKEY JUSTIN M
CLEI. r DATE OF DEATH 12-18-2012
FILE NUMBER 21 13-0104
ORPHAW--l' COUNTY CUMBERLAND
MYERSCUI.1?�7r
— 11,_ 'EbMUND, G, ACN 101
301 MARKET STREET APPEAL DATE: 04-25-2015
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043-0109 Amount Remittedi
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—
REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STUCKEY JUSTIN MFILE N0. :21 13-0104 ACN- 101 DATE: 02-24-2015
TAX RETURN WAS: CX) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) r (1) 132,500.00 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) 123,466.29
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 255,966.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 45,148.97
10, Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 23,585.87
11. Total Deductions (11) 68,734.84
12. Net Value of Tax Return (12) 187,231.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) oo
14. Net Value of Estate Subject to Tax (14) 187,231.45
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) 187,231 -4R X 045 = 8,425.42
17. Amount of Line 14 at sibling rate (17) nn' x 12 = .00
18. Amount of Line 14 taxable at collateral rate (is) .00 X 15 = .00
19. Principal Tax Due (19)= 8,425.42
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-02-2014 CDO18975 135.41- 10,000.00
TOTAL TAX PAYMENT 9,864.59
BALANCE OF TAX DUE 1,439. 17CR
INTEREST AND PEN. .00
TOTAL DUE 1,439. 17CR
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.