HomeMy WebLinkAbout03-31-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - _.~.r~,(~,~~g}pRI~A,IS~t~ENT ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '- OF"DEDUCT..IONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601 r- _ ,,U ..- REY-1547 EX AFP (01-09)
DATE 03-30-2009
~~Q~ ~~:~R ^J I P~ I2• , ~ ESTATE OF STUART MARY B
DATE OF DEATH 10-20-2007
r FILE NUMBER 21 07-1064
O~h~'L_~„'',;~~',i; ",~`~~I~T COUNTY CUMBERLAND
JAMES D FLOWER l ~~ ,r_ .
JR C ~ i ~~ ACN 101
SAIDIS ETAL i
~ APPEAL DATE: 05-29-2009
2 6 W H I G H S T (See reverse side under Objections )
CARLISLE PA 17013 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 E-
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STUART MARY B FILE N0. 21 07-1064 ACN 101
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OR
DATE 03-30-2009
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 66 3.4 22.64 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) C5) 21,197.07
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (e) 684,619.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
17,450.40
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C 10) .00
11. Total Deductions (11) 17.4+0.40
12. Net Value of Tax Return (12) 667, 169.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trust s (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 667,169.31
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 C15) 667, 169.31 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •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
TAY rRFi1TTR•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
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 REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)