HomeMy WebLinkAbout11-13-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,~N,OTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMfNT',`'~LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OFDEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 `
HARRISBURG PA 17128-0601 - L~_ REV-1547 EX AFP CO1-09)
~~~~ ~!~`'~ ~t ~ 1~s~ I t: ~~STATE OF WOLFE-2009 ELIZABETH A
DATE OF DEATH 10-31-2008
C1~~r~'~~~' ( ( FILE NUMBER 21 08-1144
DAVID H STONE ESQ mil' ~ ~ y '. ter' `fit COUNTY CUMBERLAND
,. ;1' ~ r
ACN 101
STONE ETAL ~-'~', APPEAL DATE: 01-08-2010
414 B R I D G E 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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOLFE ELIZABETH A FILE N0. 21 08-1144 ACN 101 DATE 11-09-2009
TAX RETURN WAS: (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
cl) .00
c2). 59 , 893.36
c3) .00
c4) .00
c5) 10.887.42
c6) .00
c7) 87, 380.54
c8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
158,161.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule
H) 19,435.68
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,739.00
11. Total Deductions C11) 74.174.66
12. Net Value of Tax Return X12) 133,986.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax I14) 133,986.64
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 _ , QQ
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 133,986.64 X 045 _ 6,029.40
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 C19)= 6,029.40
TAX CREDITS:
PAYhIENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
01-30-2009 CD010844 301.47 7,000.00
TOTAL TAX CREDIT 7,301.47
BALANCE OF TAX DUE 1,272.07CR
INTEREST AND PEN. .00
TOTAL DUE 1,272.07CR
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, _S/
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