HomeMy WebLinkAbout12-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ , 'l ~ ` '~ ~ ~~NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '' -. Ap'~R,A.I§EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION , ~Of:,_ EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ _,
HARRISBURG PA 17128-0601
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THOMAS J AHRENS(' ~ ~ ~ '•~ ~~~~`
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AHRENS LAW FIRM
52 GETTYSBURG PIKE
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND I,0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ ___________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF STONE JEAN E FILE N0. 21 08-0876 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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(1) 82,500.00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .0 0 submit the upper portion
of this form with your
c4) .00 tax payment.
c5) 750.00
c6) 2, 433.76
c7) 479,810.56
C8J 565,494.32
28,,137.45
C9)
clo) 937.42
C11) 79.074.87
c12) 536,419.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
C13)
(14)
00
536,419.45
NOTE: If an assessment was issued previously, lines 14, 15 and./or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate ~19J .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 536,415.45 X 045= 24,138.88
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due C19J= 24, 138.88
TOX rRFi1TTS•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-26-2008 CD010190 1,206.94 22,931.94
REV-1547 EX AFP (06-05)
DATE 12-01-2008
ESTATE OF STONE JEAN E
DATE OF DEATH 0!5-31-2008
FILE NUMBER 21 08-0876
COUNTY CUUMBERLAND
ACN liDl
APPEAL DATE: 01-30-2009
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 24,138.88
BALANCE OF T,4X DUE .00
INTEREST ANDi PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~
e
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.)