HomeMy WebLinkAbout08-03-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, 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 BOX 280601
HARRISBURG PA 17126-��0g0RDED OFFICE OF
REGISTI r1? ` I" 'WILLS DATE 08-03-2015
ESTATE OF STATHES MARJORIE V
?01$ RUG 3 PM 12 GS DATE OF DEATH 06-27-2014
FILE NUMBER 21 14-0640
CLE tih COUNTY CUMBERLAND
STATHES ORPHANdAMES,„ I P ACN 101
226 W T APPEAL DATE: 10-02-2015
M3 E R L� I I� ' d See reverse side under Objections)
CAMP HILL PA 1,70111-2641 b J )
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 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: STATHES MARJORIE VFILE NO. :21 14-0640 ACN: 101 DATE: 08-03-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 180,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) 14,603. 03 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 205,207.50
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) C7) .00
8. Total Assets C8) 399,810.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 22,8 3 3.38
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 2,152.6 0
11. Total Deductions (11) 24,985.98
12. Net Value of Tax Return C12) 374,824.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) . 00
14. Net Value of Estate Subject to Tax C14) 374,824.55
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 C15) 00 1 X 0 0 = .00
16. Amount of Line 14 taxable at lineal rate (16) 374.674.74 X 045 = 16,867. 11
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 16,867. 11
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-25-2014 CDO19720 843.36 16,087. 14
TOTAL TAX PAYMENT 16,930.50
BALANCE OF TAX DUE 63.39CR
INTEREST AND PEN. .00
TOTAL DUE 63.39CR
* 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. (vim