HomeMy WebLinkAbout11-13-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ .AppRAI'SEMEhlT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ .- QF' EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - .Q
HARRISBURIG PA 17128-0601 ~ _ ., ~-~ -~ `
REV-1547 EX AFP (01-091
t~ 11-o9-zoo9
LG~i~ ~'+~~~ i `' fit' `4 • ?~ ESTATE OF JUDITZ LILLIAN M
DATE OF DEATH 09-07-2008
C'~ ~ 'I~,' ,~,. FILE NUMBER 21 08-0914
~ ~ ~ };11 COUNTY CUMBERLAND
DAVID H STONE ESQ ~~~;~-~ ~ ~~r ~~~ ~I~'. ACN 101
STONE ETAL APPEAL DATE: 01-08-2010
414 B R I D G E S T (See reverse side under Ohjections )
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 JUDITZ LILLIAN M FILE N0. 21 08-0914 ACN 101 DATE 11-09-2009
TAX RETURN WAS: (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) 257, 115.95 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 176,733.91 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3)
.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)- 8 7.342.71
6. Jointly Owned Property (Schedule F) (6) 151,298.68
7. Transfers (Schedule G) (7) 45, 688.41
8. Total Assets (g) 718, 179.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
35,780.04
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 121.48
11. Total Deductions
(11)
~~.901 .ri7
12. Net Value of Tax Return C12) 682,278.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (S chedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 682,278.14
NOTE: If an assessment was issued previously, l ines 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 (16) 682, 278 • 14 X 045 _ 30, 702.52
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) = 30,702.52
r,ar r,n iii
DATE KC~.t1Yl
NUMBER ll1J000NI C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-03-2008 CDD10597 1,473.68 28,000.00
05-29-2009 CD011293 .00 1,228.83
11-02-2009 SBADJUST .00 .O1
TOTAL TAX CREDIT 30,702.52
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 S1, NO PAYMENT IS REQUIRED. ~.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE, \t~l
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