HomeMy WebLinkAbout12-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -_ ~'.~~. ~A~pP~ZAI$EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ `O'F DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -~ ~ '
,_. .
HARRISBURG PA 17128-0601 "` ~ REV-1547 EX AFP (06-05)
1~~~ ~~~ _8 ~I`~1 ~: 1 ~ DATE 12-01-2008
ESTATE OF STONE CHARLES W
- .-
r~~~-~~rf ' ~ `OI~T
ROGER B IRWIN E~{ °~ ~~ 'r ~~~~., p~
IRWIN 8, MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
DATE OF DEATH 03-18-2008
FILE NUMBER 21 08-0380
COUNTY CUMBERLAND
ACN 101
APPEAL DI\TE: 01-30-2009
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND I,0 COURT HOUSE
CARLISLE, P~4 17013
CUT ALONG THIS LINE ---- ---) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f- _ _________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF STONE CHARLES W FILE N0. 21 OS-0380 AI:N 101 DATE 12-01-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
C1) 112',500.00 NOTE: To insure proper
C2) 26,695.88 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
cs) 14_,887.75
c6) .00
n) 6,356.67
ce) 160,440.30
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 12,.026.23
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 21 , 730.76
11. Total Deductions (11) 33.76.99
12. Net Value of Tax Return C12) 126,683.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) (13) .00
14. Net Value of Estate Subject to Tax C14) 126,683.31
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 X15) .00 X 0 0 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 126, 68?i. 31 X 045 _ 5, 700.75
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due C19)= 5,700.75
TAX CREDITS•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-18-2008 (0010159 .00 5,700.75
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 5,700.75
BALANCE OF TAX DUE .00
INTEREST ANDi PEN. .00
TOTAL DUE .00
C 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 DF THIS FORM FOR INSTRUCTIONS.)
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