HomeMy WebLinkAbout07-01-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ +; ~. e..U ~~"~"1~r#.cE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ~~ ~1~T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~, ,«Iti,~~q_~j~/1D~CT10NS AND ASSESSMENT OF TAX
PO BOX 288601
HARRISBURG PA 17128-0601
SHARON D SHAFFER
8752 RIVERVIEW HGTS
HUNTINGDON PA
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16652
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C5) 37,635.40
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REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STONE CARRIE V FILE N0. 21 08-0103 ACN 101 DATE 06-23-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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
REV-1547 EX AFP C06-D5)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
CB) 37, 635.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
3,320.76
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.064.66
11. Total Deductions C11) 4.385.42
12. Net Value of Tax Return C12) 33,249.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14 Net Value of Estate Subject to Tax (14) 33,249.98
.
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
•00 00 .00
15. Amount of Line 14 at Spousal rate (15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 33, 249.98 X 045 = 1 , 496.25
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due C19)= 1,496.25
TAY PDCTTTC.
A M
DATE R CE
NUMBER ISCOUN (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-03-2008 CD009501 74.81 1,421.44
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 1,496.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
DATE 06-23-2008
ESTATE OF STONE CARRIE V
DATE OF DEATH 01-19-2008
FILE NUMBER 21 08-0103
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-22-2008
(See reverse side under Objections)
Aoount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: