HomeMy WebLinkAbout10-03-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE "SAX DIVISION
PO BOX 28060'L
HARRISBURG Pi4 17128-0601
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_NOTICE OF INHERITANCE TAX
APPRAISEMENT; ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND'ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
;;;~-~ i-,.,-, ._ ` ~ DATE 09-29-2008
'~ M ~ f`''' ~cS~G~TE OF MARKS THELMA
DATE OF DEATH 02-24-2007
tr`I ~ " FILE NUMBER 21 07-0218
~, t 7 `-; „COUNTY CUMBERLAND
.. = ' ~'~CN 101
APPEAL DATE: 11-28-2008
(See reverse side under Objections)
PA 17070 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
L
CUT ALONG THIS LINE -~-) RETAIN LOWER PORTION FOR
------------------------------------------------------ YDUR
--- RECORDS 4~
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPR ---
AISEME --------------
NT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF MARKS THELMA L FILE N0. 21 07-0218 ACN 101 DATE 09-29-2008
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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (schedule B) C2) 119,452.26
credit to your account,
3. Closely Neld Stock/Partnership Interest (Schedule C) (3) .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) .00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 30,504.55
8. Total Assets fig) 149,956.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9,110.18
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10.. Debts/Mortgage Liabilities/Liens (Schedule I) C 10) .00
11. Total Deductions (11) 9,1)p- 8
12. Net Value of Tax Return C12) 140,846.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trust s (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 140,846.63
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 return s assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 140,846.63 X 00 _ .00
lb.. Amount of Line 14 taxable at Lineal/Class A rate (16) . 00 X 045 = .00
li'. Amount of Line 14 at Sibling rate C17) •00 X 12 __ .00
1lS. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .0 0
1!i. Principal Tax Due C19)= .00
rex ruGnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. ~
oa~e CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
w DFFIIND_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~'