HomeMy WebLinkAbout05-04-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - _:_.pPPRA~LySEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -i ' 'QF LEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 260601 `-
HARRISBURG PA 17128-0601 REV-1547 IX AFP (01-09)
~~~~ ~}AY -~ ~~ ~2~ 3 i DATE 04-27-2009
ESTATE OF STONECIPHER ADRIAN K
C;~~I II,_ DATE OF DEATH 03-05-2008
(LEI !~\ tJi
r ~.1~, ~ -~~~~ ~~T FILE NUMBER 21 08-0308
Cio~+~~, _ ~~~ 4 ~ p`1 COUNTY CUMBERLAND
DAVID J LENOX " ,' ACN 101
THE WILEY GROUP APPEAL DATE: 06-26-2009
13 0 W CHURCH S T (See reverse side under Objections )
DILLSBURG PA 17019 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --1 RETAIN LOWER PORTION FOR YOUR RECORDS ~- --------------
REV-1547 EX AFP (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STONECIPHER ADRIAN K FILE N0. 21 08-0308 ACN 101 DATE 04-27-2009
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)
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) 170,617.78 NOTE: To insure proper
(2) 33,992.63 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
(5) 334 , 828.41
(6) .00
(~) 123,401.19
(B) 662,840.01
76,752.00
C9)
(l0) 5.208.50
(11) R1 .960 _ 50
(12) 580,879.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(13) 1,000.00
(14) 579,879.51
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) •00 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 C17) 427,368.17 X 12 = 51,284.18
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 152,511.34 X 15 _ 22,876.70
19. Principal Tax Due C19)= 74, 160.88
TAY f QCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-03-2008 (0009844 3,340.00 63,460.00
12-03-2008 (0010591 .00 7,360.88
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 74,160.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DLIE .00 .-k
( 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 OF THIS FORM FOR INSTRUCTIONS.)