HomeMy WebLinkAbout03-16-15 NOTICE OF INHERITANCE TAX , . pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION "" REV-1547 EX AFP (11-14)
PO BOX 280601 -T`
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HARR�LSM .SPA 17128-0601 v i
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RE",1 I _ DATE 03-16-2015
?' tESTATE OF STEPHENSON JANE G
�jis �11 16 r M 1• r`� DATE OF DEATH 08-06-2014
FILE NUMBER 21 14-0769
Ct-I-" = ~ COUNTY CUMBERLAND
SUNT,. - , WILLIAM R ACN 101
0"1d9' 9 •CARLISLE ST APPEAL DATE: 05-15-2015
C U VPO 'BOX 336 (See reverse side under Objections)
NEW BLOOMFIELD PA 17068-9766 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: STEPHENSON JANE GFILE NO. :21 14-0769 ACN: 101 DATE: 03-16-2015
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,
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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 165,471 .72
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 103,712.04
S. Total Assets (8) 269,183.76
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 35,450.37
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 35,450.37
12. Net Value of Tax Return (12) 233,733.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C1S) .0 0
14. Net Value of Estate Subject to Tax (14) 233,733.39
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) ?;;•733-'9 X 045 = 10,518.00
17. Amount of Line 14 at sibling rate (17) 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 10,518.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-31-2014 CDO19871 525.90 9,992. 10
TOTAL TAX PAYMENT 10,518.00
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.