HomeMy WebLinkAbout06-05-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NO_T1CE OF INHERITANCE TAX
BUREAU ~DF INDIVIDUAL TAXES _ ~~;-AppRAf.SEI!FENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION bF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2806D1
HARRISBURG PA 17128-0601 -- _. ,.
REV-1547 EX AFP (01-09)
_ ,. DATE 06-02-2009
7~i g ~~+~ -j j~~l ti ` J~ ESTATE OF DAVIS INEZ T
DATE OF DEATH 04-04-2008
~M "~~ i FILE NUMBER 21 08-0424
~,~~ ~' ` d., ~;~~ COUNTY CUMBERLAND
DAVID H STONE ESQ Q~r", Fr'"s ACN 101
r~~it APPEAL DATE: 08-01-2009
STONE ETAL ~~
414 BRIDGE S T (See reverse side under Objections
NEW CUMBERLAND PA 17070 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 ~
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DAVIS INEZ T FILE N0. 21 08-0424 ACN 101 DATE 06-02-2009
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)
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
C15)
(16)
APPROVED DEDUCTIONS AND EXEMPTIONS: 31,841.02
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8 2.27
11. Total Deductions (11) 31 '973-79
12. Net Value of Tax Return C12) 157,476.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax ClG) 157,476.35
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17'. Amount of Line 14 at Sibling rate
LE.. Amount of Line 14 taxable at Collateral/Class B rate
15~. Principal Tax Due
C1) 147,500.00 NOTE: To insure proper
C2) .00 credit to your account,
.00 submit the upper portion
(3) of this form with your
C4) .00 tax payment.
C5) 41 , 899.64
C6) .00
C7) .00
CB) 189,399.64
00 X
.00 X
c17) 15,747.63 X
ClB) 141,728.72 X
00 _ .00
045 _ .00
12 _ 1,889.72
15 _ 21,259.31
C19)= 23, 149.03
~~PAYMENT~~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-02-2008 CD009972 1,000.00 19,000.00
01-02-2009 CD010726 .00 3,149.03
TOTAL TAX CREDIT 23,149.03
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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