HomeMy WebLinkAbout06-08-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX D�
8��ON,f� REV-1547 EX AFP (11-14)
PO Box 280601 OFFICE OF
HARRISBURG PA 171 01
L! S
DATE 06-02-2015
JUN 8 PM 12 3? ESTATE OF STANTON SARA E
DATE OF DEATH 07-25-2013
C.L E FILE NUMBER 21 13-0830
, I COUNTY CUMBERLAND
GOODMAN (hW1,J MINDY S ACN 101
STE 35CU�j-,' APPEAL DATE: 08-01-2015
2215 FOREST HILLS DR (See reverse side under Objections)
HARRISBURG PA 17112-1099 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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STANTON SARA EFILE N0. :21 13-0830 ACN: 101 DATE: 06-02-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. Real Estate (Schedule A) CI) 150,000.00 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 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) (5) 75,271 .84
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 225,271.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 131190.45
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 12,537.95
11. Total Deductions (11) 25,728.40
12. Net Value of Tax Return C12) 199,543.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 199,543.44
NOTE- If an assessment was issued previously, Lines 14, ISP 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) 199,q4";-44 x 045 = 8,979.45
17. Amount of Line 14 at sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 8,979.45
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
05-19-2014 CDO19184 17.67- 10,000.00
TOTAL TAX PAYMENT 9,982.33
BALANCE OF TAX DUE 1 ,002.88CR
INTEREST AND PEN. .00
TOTAL DUE 1 ,002.88CR
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.