HomeMy WebLinkAbout05-02-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,C~:(' "V...",~~o,:l\l-f~,?F .,,I.l!IHERIT ANCE TAX
". ~~fl~Ms.Et"d(f).A\,L\"OWANCE DR DISALLOWANCE
I{L9r.'.,~.,~lf;,1:IQItS. AND ASSESSMENT OF TAX
..... ) ...>......;1
04-28-2008
PIERCE
05-24-2007
21 07-0559
CUMBERLAND
101
APPEAL DATE: 06-27-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
P I_DATE
M 2- 30 ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2008 HAY -2
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
CLERK OF
ORPI-V\N'S COURT
CUMBERLAND CO. PA
PA 17070
*'
REV-1547 EX AFP (06-05)
DOROTHY
s
TO:
f~!_~~~~~_!~!~_~!~~______~___~~!~!~_~Q~~~_~Q~!!Q~_~Q~_!Q~~-~~~Q~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PIERCE DOROTHY S FILE NO. 21 07-0559 ACN 101 DATE 04-28-2008
T AX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
Net Value of Tax Return
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
36,489.79
.00
.00
(8)
(9)
(0)
19,693.19
22,825.55
(1)
(2)
(3)
(4)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
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 Ahh 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
NOTE:
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
OS)
(6)
(7)
(8)
.00 X
.00 X
.00 X
.00 X
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
36,489.79
42.518.74
6,028.95-
.00
6,028.95-
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
AMOUNT PAID
(9)=
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 \
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. r-~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~-~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.