HomeMy WebLinkAbout03-23-15 NOTICE OF INHERITANCE TAX :.r 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)
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HARRISBUR 1PA 17128`=0691 ' Y '` �'
} �7, �`'ti'`� DATE 03-23-2015
��f� C1) �i2 ESTATE OF STAMBAUGH GLENN A
?01 ! DATE OF DEATH 03-02-2014
. ,,,- FILE NUMBER 21 14-0218
ALL " ' COUNTY CUMBERLAND
IRWWI!ESQ ,=,' " ., 'RUDER B ACN 101
�J&AL-EXANDER SPRING RD APPEAL DATE: 05-22-2015
t`'` ` '` See reverse side under Objections)
CARLISLE PAi17015-7451
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
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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: STAMBAUGH GLENN AFILE NO. :21 14-0218 ACM: 101 DATE: 03-23-2015
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 1,475,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 8,210,164.91 credit to your account,
00 submit the upper portion
S. 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 (Schedule E) (5) 175,673.52
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 460,150.32
8. Total Assets (8) 10,320,988.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 34 5,4 04.96
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 20,343.78
11. Total Deductions (11) 365,748.74
12. Net Value of Tax Return (12) 9,955,240.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 9,955,240.01
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 0 0 = .00
16. Amount of Line 14 taxable at lineal rate C16) 9,955,240-111 X 045 = 447,985.80
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)= 447,985.80
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-23-2014 CDO19199 22,399.29 428,000.00
TOTAL TAX PAYMENT 450,399.29
BALANCE OF TAX DUE 2,413.49CR
INTEREST AND PEN. .00
TOTAL DUE 2,413.49CR
* 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.