HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' NOTICE°,OF' 1;NHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES I ARPR/AISEMENT; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF .DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~~'~~; ~~i~ ~~ ~~` (~ • °, 2DATE 09-22-2008
ESTATE OF STONE JOHN G
~~~ - ,~: ;.- DATE OF DEATH 10-03-2006
~_~ i-,-~ FILE NUMBER 2ll 07-0024
MICHAEL CHEREWKA ESQ n-~ -v, COUNTY CUMBERLAND
ACN 101
624 N FRONT ST APPEAL DATE: 11-21-2008
WORMLEYSBURG PA 17043 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P~1 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 JOHN G FILE N0. 21 07-0024 A(;N 101 DATE 09-22-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) 4,2 01.4 9
6. Jointly Owned Property (Schedule F) (6) 34,307.90
7. Transfers (Schedule G) (7) 64, 167.16
s. Total Assets fig) 102, 676.55
APPROVED DEDUCTIONS AND EXEMPTIONS: 10,,575.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 30,713.08
11. Total Deductions 111) 4l .288.08
12. Net Value of Tax Return C12) 61 , 388 .47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) C13) .00
14. Net Value of Estate Subject to Tax C14) 61 , 388.47
NOTE: If an assessment 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:
15. Amount of Line 14 at Spousal rate (15) 61,38E1.47 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
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 cl9)= .00
TAY 1'QFTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT F'AID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE ,00
INTEREST AND PEN. ,00 ~
TOTAL DUE .00 ~
( IF TOTAL DUE IS LESS THAN S1, 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.)