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BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (11-14)
PO BOX 280601 pp n n
HARRISBURG PA 17128-0601
t DATE 03-16-2015
j���rtGp ^ ESTATE OF STRATFORD DANIEL R
j t !'ii1 L3 PR 7 93 DATE OF DEATH 10-09-2012
FILE NUMBER 21 12-1133
!' E COUNTY CUMBERLAND
STRATFORDC-rDANEROS
f� :,., , ACN 101
27 E WILLO ,TER ,.. APPEAL DATE: 05-15-2015
MECHANICSBURG PA 17050 (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 4-
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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: STRATFORD DANIEL RFILE NO. :21 12-1133 ACN: 101 DATE: 03-16-2015
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 167,300.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,396.98
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 55,310.55
S. Total Assets (8) 226,007.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)__ 14,000.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 14,000.00
12. Net Value of Tax Return C12) 212,007.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 212,007.53
NOTE: If an assessment wasissued 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) 55,310.55 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 q6•696-9R X 045 = 7,051 .37
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)= 7,051.37
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-21-2014 CDO19812 271. 18- 7,448.86
TOTAL TAX PAYMENT 7,177.68
BALANCE OF TAX DUE 126.31CR
INTEREST AND PEN. .00
TOTAL DUE 126.31CR
* 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. ��(�
REV-1470 Ex'f01-10) `
enns lvania
p Y INHERITANCE TAX
i DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Stratford, Daniel R. 2112-1133
REVIEWED BY ACN
Jklinger 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
H 2 Attorney costs adjusted to department standards.
- Estate—5%
- Transfers—3.5%
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