HomeMy WebLinkAbout08-17-15 NOTICE OF INHERITANCE TAX imbul
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APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAXINHERITANCE TAX DIVISION (�{� {-RC REV-1547 EX AFP (11-14)
PO 01
HARRISBURG6PA 17128-060 E CORD[U OFFICE Oi
REGISTER, OF VVIL ..S DATE 08-10-2015
STINETZ
2015 AUG 17 P" 12 '39 DATETOFODEATH 08-03-2014 MIRIAM A
FILE NUMBER 21 14-0730
CLER., OF COUNTY CUMBERLAND
OTTO III O R P HI'MP T ( -,'I V T ACN 101
10 E HIG tMBERL,, "F) L APPEAL DATE: 10-09-2015
CARLISLE u OA-11013-3015 (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 �--�
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STEINMETZ MIRIAM AFILE NO. :21 14-0730 ACN: 101 DATE: 08-10-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .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) 2,311 .0 0
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 2,311 . 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 221 . 13
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 221 . 13
12. Net Value of Tax Return (12) 2,089.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 264,739.75
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) 244,739_7F; X 045 = 11,913.28
17. Amount of Line 14 at sibling rate (17) n B X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 11,913.28
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-20-2014 CDO19808 552.63 10,500.00
03-17-2015 CD020359 .00 766.61
06-08-2015 CD020792 .00 94.04
07-27-2015 SBADJUST .00 .28
TOTAL TAX PAYMENT 11,913.28
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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.