HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;A`'" ."NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ PpI~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~0 `DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 " _ _ _, ~ .r
HARRISBURG PA 17128-0601
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MARK E HALBRUNER ESl~~ ~~•~ __~ f~Q.
GATES ETAL
1013 MUMMA RD STE 100
LEMOYNE PA 17043
REV-1547 EX AFP (01-09)
DATE 0!5-04-2009
ESTATE OF STETSON HELEN G
DATE OF DEATH 04-15-2008
FILE NUMBER 21 08-0734
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-03-2009
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND f:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- -~- RETAIN LOWER PORTION FOR YOUR RECORDS ~-
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STETSON HELEN G FILE N0. 21 08-0734 ACN 101 DATE 05-04-2009
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) (1) .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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 780, 094.67
e. Total Assets (g) 780,094.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 12,.607.03
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
cll)
».6n7_n~
12. Net Value of Tax Return (12) 767,487.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .I) (13) 598,24 0.2 3
14. Net Value of Estate Subject to Tax C14) 169,247.41
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 (15) .0 0 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 169, 24 i' .41 X 045 = 7, 616.13
17. Amount of Line 14 at Sibling rate c17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due cl9)= 7,616.13
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT F'AID
07-10-2008 (0009998 380.81 7,800.00
TOTAL TAX CREDIT 8,180.81
BALANCE OF T,AX DUE 564.68CR
INTEREST ANII PEN. .00
TOTAL DUE 564.68CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE`
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) t~