HomeMy WebLinkAbout01-04-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r-,('~,ni"'r, IfGUqe;:OF.::r NHERIT ANCE TAX
rl:./lPPRA1-SE14ENT; -AllOWANCE OR DISALLOWANCE
i:- ~ :~O'F"b-EDUC:TtONS'AND ASSESSMENT OF TAX
~ : ~- \.,. . ,
*
REV-1547 EX AFP (06-05)
DATE 12-24-2007
ESTATE OF STONEBURNER ELEANOR H
DATE OF DEATH 02-21-2007
FILE NUMBER 21 07-0245
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-22-2008
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STONEBURNER ELEANOR H FILE NO. 21 07-0245 ACN 101 DATE 12-24-2007
2003 JMl -4 PI' 12: 3lt
DAVID A WION ESQ
WION ETAL
109 LOCUST ST
HBG
el;, (C
CL.re;\ .'1
f''J.. pc.' i ','. !nT
......1. 1. ' c \.' I ~.; i- \ I
CI.,' '
,)
PA 17101
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
96,304.45
254,064.99
.00
9,000.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
359,369.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
22 ,I50. 26
589.00
Cl1)
Cl2)
Cl3)
Cl4)
??7~9.?r.
336,630.18
.00
336,630.18
NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !bh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
Cl5) .00 X DO .00
Cl6) 336,630.18 X 045 = 15,148.36
Cl7) .00 X 12 = .00
(18) .00 X 15 = .00
Cl9)= 15,148.36
rAX CRJ;DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-10-2007 CD008146 738.87 14,038.50
09-13-2007 CD008696 .00 407.93
TOTAL TAX CREDIT 15,185.30
BALANCE OF TAX DUE 36.94CR
INTEREST AND PEN. .00
TOTAL DUE 36.94CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. !>b
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)