HomeMy WebLinkAbout07-06-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL �A= G n� OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547
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zols ESTATE OF STAIGER SUZANN S
DATE OF DEATH 01-15-2013
nn��ppCLERK OF FILE NUMBER 21 13-0282
NANS' COURT COUNTY CUMBERLAND
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APPEAL DATE: 08-28-2015
WORMLEYSBURG PA 17043-1022 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STAIGER SUZANN SFILE NO. :21 13-0282 ACN: 101 DATE: 06-29-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 202,700.00 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 portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 372,820.78 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 6,10 2.58
6. Jointly Owned Property (Schedule F) C6) 33,979.87
7. Transfers (Schedule G) C7) .00
8. Total Assets (8) 655,603.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 27,510.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 113,909.39
11. Total Deductions (11) 141,419.39
12. Net Value of Tax Return (12) 514,183.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 514,183.84
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 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 514.1 Ri_84 X 045 = 23,138.27
17. Amount of Line 14 at sibling rate (17) .f1(I X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 23,138.27
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-09-2013 CDO17421 1,156.91 24,000.00
TOTAL TAX PAYMENT 25,156.91
BALANCE OF TAX DUE 2,018.64CR
INTEREST AND PEN. .00
TOTAL DUE 2,018.64CR
* 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. \�(�