HomeMy WebLinkAbout07-13-15 NOTICE OF INHERITANCE TAX , . pennsyLvania
APPR4ISEMENT, 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)
PO BOX260601
HARRISBURG PA 17128-06-01-RECORDED OFFICE OF
REGISTER OF WILLS DATE 07-13-2015
tt ESTATE OF STAMBAUGH KATHRYN G
HIS AIL 13 PM 12 09 DATE OF DEATH 11-29-2014
FILE NUMBER 21 14-1219
C LCrK G F COUNTY CUMBERLAND
SCHEIB 0RPF ikc, �n Y'c ACN 101
STE 102CUMBERLAND
APPEAL DATE: 09-11-2015
C M Q E R �`NQ ?•, E
11 REITZ BLVD (See reverse side under Objections)
LEWISBURG PA 17837-9293 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1� --RETAIN-LOWER-PORTION FOR YOUR-RECORDS- E- -------------------
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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 KATHRYN GFILE NO. :21 14-1219 ACN: 101 DATE: 07-13-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2) .00 credit to your account,
3. 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) 11,539.50
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 239,304.02
8. Total Assets (8) 250,843.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,327. 15
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 7,327. 15
12. Net Value of Tax Return (12) 243,516.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 243,516.37
NOTE: If an assessment was issued previously, Lines 14, 152 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) 943•til 6-;7 X 045 = 10,958.24
17. Amount of Line 14 at sibling rate (17) -n0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 10,958.24
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-23-2015 CD020264 547.91 10,500.00
TOTAL TAX PAYMENT 11,047.91
BALANCE OF TAX DUE 89.67CR
INTEREST AND PEN. .00
TOTAL DUE 89.67CR
* 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. \�