HomeMy WebLinkAbout09-05-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-}, ,.-r 1 ~`,~'~w. ~l4TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ ~pRA'fSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION i ~, ' OF ~ EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 i __,"i 'v~ ~ ~ --
HARRISBURG PA 17128-0601 '~ ~~
20~~ SEP -5 PP°~ ~~' S0
ORF ! FRK ~I~I,R,T
DAVID H STONE ESpC~t `~' -' ~r,~ ' -~`~ , ~/~
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND PA 17070
REY-1547 EX AFP CO6-05)
DATE 09-01-2008
ESTATE OF GAMBLER HELEN J
DATE OF DEATH 04-17-2007
FILE NUMBER 21 07-0400
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-31-2008
(See reverse side under Objections)
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E- --------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE DF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GAMBLER HELEN J FILE N0. 21 07-0400 ACN 101 DATE 09-01-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3)
.00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 39,476.71
6. Jointly Dwned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 39,476.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
1,973 .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 1 .973.00
12. Net Value of Tax Return (12) 37,503.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14)
154,809.06
NOTE: If an assessment was issued previously, l ines 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:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 154,809.06 X 045 _ 6,966.41
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (lg)= 6,966.41
TAY (`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-17-2008 CD009191 .00 5,278.74
06-02-2008 CD009821 .00 1,687.67
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-03-2008 TOTAL TAX CREDIT 6,966.41
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
BALANCE OF TAX DUE .00
INTEREST AND PEN. 44.39
TOTAL DUE 44.39
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. \
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)