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HomeMy WebLinkAbout09-08-15 NOTICE OF INHERITANCE TAX ., APPRAISEMENT, ALLOWANCE OR DISALLOWANCE peICl BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTTMENTMENTOLVaOF REVENUE INHERITANCE TAX ppDIVVI//SIONrr�� OFFICE-7 /� REV-1547 EX AFP (11-14) PO BOX 01 HARRISBURGPA171d8U"'R D E L O r EvfS , -' F ;I L.-� DATE 08-31-2015 p ESTATE OF STONE MIRIAM R '_QIS SL!Cp U PN 12 �9 DATE OF DEATH 01-21-2015 FILE NUMBER 21 15-0153 CLECOUNTY CUMBERLAND KAYS ,LAUREN- E ORPFi.���,.,, acN 101 1 W n�T APPEAL DATE: 10-30-2015 S H I R A MS T&1N PA 176,11-6327 (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 4-- -------------- ----------------------------- -- --- ----- -- - - - - ------------- REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: STONE MIRIAM RFILE NO. :21 15-0153 ACN: 101 DATE: 08-31-2015 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 95,436.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 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 (Schedule D) (4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 13,512.73 6. Jointly Owned Property (Schedule F) C6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 108,948.73 APPROVED DEDUCTIONS AND EXEMPTIONS: - 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,170.21 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,0 50.00 11. Total Deductions (11) 9,220.21 12. Net Value of Tax Return C12) 99,728.52 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00 14. Net Value of Estate Subject to Tax (14) 99,728.52 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) OOIX 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) 99,72R-52 x 045 = 4,487.78 17. Amount of Line 14 at sibling rate (17) An X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 4,487.78 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 04-20-2015 CD020536 224.39 4,263.39 TOTAL TAX PAYMENT 4,487.78 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. \