HomeMy WebLinkAbout04-06-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE
E. AX DI.I-DUAL. TaxEs-- OF' DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION � 7 REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG fYt`1+7Y RUE!t1 OFFICE a F
((11R�CE1v�GtVJiFlSivJTE OFWILLS DATE 04-06-2015
L Q ESTATE OF STONER SR GLEN H
?015 8FR 6 M 11 `s3 DATE OF DEATH 02-05-2014
SHrr}} FILE NUMBER 21 14-0252
HENDER OTRttS2FNEIL E COUNTY CUMBERLAND
ACN 101
STEO�HANS' COURT APPEAL DATE: 06-05-2015
2UW,0 ML TDWN'.RD', (See reverse side under Objections)
HARRISBURG PA 17110-9670 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --I 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: STONER SR GLEN HFILE NO. :21 14-0252 ACN: 101 DATE: 04-06-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
S. 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)
711,735.57
B. Total Assets (8) 711 ,735.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 48,650.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 950.00
11. Total Deductions (11) 49,600.00
12. Net Value of Tax Return (12) 662,135.57
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 722,136.89
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) An.nn1 .'17 X 045 = 2,700.06
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 662,135.57 X 15 = 99,320.34
19. Principal Tax Due C19)= 102,020.40
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-02-2014 CDO19109 4,736.84 90,000.00
11-04-2014 CDO19876 .00 2,700.06
11-05-2014 CDO19885 .00 4,583.50
TOTAL TAX PAYMENT 102,020.40
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. \