HomeMy WebLinkAbout07-13-15 NOTICE OF INHERITANCE TAX pennsylvarna
BUREAU OF INDIVIDUAL TAXES APP.RAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
(�p REV-1547 EX AFP (11-14)
PO BOX 280
HARRIISBURG601 PA 17P28�9 Q DED OFFICE O F`
REGISTER OF WILLS DATE 07-13-2015
ESTATE OF STICKEL DONALD L
?015 JAIL 13 PM
12 09 DATE OF DEATH 11-01-2014
FILE NUMBER 21 14-1068
CLERK OF COUNTY CUMBERLAND
FREYORPHAN q ROAEff 1 G ACN 101
ATE: 09-11-2015
CARL ISLEb��''F�C PA'17013--3307 (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
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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: STICKEL DONALD LFILE NO. :21 14-1068 ACN: 101 DATE: 07-13-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 219,447.24 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) 39,121 .8 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 32,425.49
8. Total Assets (8) 290,994.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8,14 0.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 8,140.54
12. Net Value of Tax Return (12) 282,853.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 282,853.99
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) nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) of X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 282,853.99 X 15 = 42,428. 10
19. Principal Tax Due (19)= 42,428. 10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-10-2015 CD020229 .00 37,500.00
03-13-2015 CD020339 .00 3,053. 10
PAYMENT MUST BE MADE BY 08-01-2015*. TOTAL TAX PAYMENT 40,553. 10
BALANCE OF TAX DUE 1,875.00
INTEREST AND PEN. .00
TOTAL DUE 1,875.00
* 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.