HomeMy WebLinkAbout03-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.,~i,',..,~ r-i,.-•N TrICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ( ,S-; ~~!~gpffpCAI~E NT, ALLOWANCE DR DISALLOWANCE
INHERITANCE TAX DIVISION J ,'OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ( (I , (~ .~~ ,~;I S , ,
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~~Q9 ~~{~ -6 [~~ ~2~ 52 DATE 03-02-2009
ESTATE OF STONE PAUL L
DATE OF DEATH 06-23-2008
C~E~~K Q~ FILE NUMBER 21 08-0774
ORPHAN ~ GOt~RT COUNTY CUMBERLAND
ROBERT R BLACK C~1t~r=..'" ,~E, ~~;~; PA ACN 101
36 S HANOVER ST APPEAL DATE: 05-01-2009
CAR L I SL E PA 17 013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STONE PAUL L FILE N0. 21 08-0774 ACN 101 DATE 03-02-2009
TAX RETURN WAS: C 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) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) (5) 12 9,6 32.84
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 68,854.59
s. Total Assets (e) 198,487.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
11,755.60
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 11 .7~+r+_60
12. Net Value of Tax Return (12) 186,731.83
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 186, 731 .83
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 C15) 186,731.83 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 04 5 = .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 (19)= .00
TAV f`DCTTTI~.
AYMENT
DATE R CEIPT
NUMBER SCOUNT +)
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 C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)