HomeMy WebLinkAbout12-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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,NOTICE •OF '•INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES }(FP.RAb$EMENT,.A,L~OWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION QF IfEDOC'CIONS' AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
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ESTATE OF RUSSELL PAUL L
~~ ~~'~- "+~ DATE OF DEATH 12-03-2007
nr_~,_i;~r~ ~ ~~; ~+. Y FILE NUMBER 21 07-1120
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DAVID H STONE ESQ C I~' F' ~' •~' ~' `~r\ COUNTY CUMBERLAND
ACN 101
STONE ETAL APPEAL D/>,TE: 01-30-2009
414 B R I D G E S T (See reverse ,ride under Objections )
NEW CUMBERLAND PA 17070 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P,4 17013
CUT ALONG THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS !-- _ _________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF RUSSELL PAUL L FILE N0. 21 07-1120 ACN 101 DATE 12-01-2008
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) (1) 234•,209.10 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held 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) 52',052.75
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 76,647.46
8. Total Assets (e) 362, 909.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 27.,857.65
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 77.87.6
12. Net Value of Tax Return (12) 335, 051.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) (13) .00
14. Net Value of Estate Subject to Tax (14) 335, 051 .66
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) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 335, 051..66 X 045 _ 15, 077.32
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) •0 0 X 15 _ .00
19. Principal Tax Due
rnx rornrT~. (19)= 15, 077.32
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
02-29-2008 (0009358 736.84 14,000.00
08-26-2008 (0010193 .00 290.98
INTEREST IS CHARGED THROUGH 12-16-2008 TOTAL TAX CREDIT 15,027.82
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF T,AX DUE 49.50
REVERSE SIDE OF THIS FORM INTEREST ANII PEN
• .99
TOTAL DUIE 50.49 ,-.
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)