HomeMy WebLinkAbout11-13-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
J10TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A~PRAISEM~NT; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF'D~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _.
HARRISBURG PA 17128-0601 ~ -' ~ ~ .
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GERALD J SHEKLETSKI _~ -;
STONE ETAL '
PO BOX E
NEW CUMBERLAND PA 17070
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REV-1547 EX AFP 101-09)
DATE 11-09-20D9
ESTATE OF JONES ROSE S
DATE OF DEATH 11-19-2008
FILE NUMBER 21 08-1177
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-08-2010
(See reverse side under Objections)
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 JONES ROSE S FILE N0. 21 08-1177 ACN 101 DATE 11-09-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED
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:
I ) CHANGED
11) .00 NOTE: To insure proper
12) 237.82 credit to your account,
13) .00 submit the upper portion
of this form with your
14) .00 tax payment.
15) 1,438,705.87
I6) .00
In 97,326.57
~&) 1,536,270.26
56,765.94
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 19)
10. Debts/Mortgage Liabilities/Liens (Schedule I) 110) .00
11. Total Deductions (11) S6 , 76~ _ 94
12. Net Value of Tax Return 112) 1,479,504.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 113) .00
14. Net Value of Estate Subject to Tax 114) 1,479,504._32
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 115) 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate 116) 1,479,504.32 X 045 _ 66,577.69
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due 119)- 66,577.69
rHTPI [IVI Ktl,tlYl LISLUUNI C+)
DATE NUMBER INTEREST/PEN PAID 1-) AMOUNT PAID
02-19-2009 CD010924 2,894.74 55,000.00
05-29-2009 CD011294 .00 8,683.04
TOTAL TAX CREDIT 66,577.78
BALANCE OF TAX DUE .09CR
INTEREST AND PEN. .00
TOTAL DUE .09CR
IF PAID AFTER DATE INDICATED, SEE REVERSE I 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,,j~)
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