HomeMy WebLinkAbout09-18-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DAVID H STONE
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-r. •,AWT~GE.,R~, ~r{HERITANCE TAX
ARPRYlilS~ME~~.Ty~~+A~'LbWANCE OR DISALLOWANCE
~,a~F (D;EpUCTiON8~ ii4HD ASSESSMENT OF TAX
REV-].547 EX AFP (01-09)
2Q~9 ~~P ~ $ ~~~ +~' ~~ESTATE OF LANTZY2009 LOIS
DATE OF DEATH 07-03-2008
r`; t:r~i ~;r_
~..~~::t .: FILE NUMBER 21 08-0744
O~~ ',^~~„~ ~ ` ~~!~'{ 3~~ COUNTY CUMBERLAND
ESQ v~ ~ - ,_ ~' ~;4 ACN 101
APPEAL DATE: 11-14-2009
(See reverse side under Objections)
PA 17070 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
M
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4~ --------------
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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 LANTZY LOIS M FILE N0. 21 08-0744 ACN 101 DATE 09-15-2009
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C) (1)
(2)
C3) 120, 000.00
311 , 695.02
.00 NOTE: To insure proper
credit to your account,
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) (5) 5,899.70
6. Jointly Owned Property (Schedule F) (6) .00
7. 'transfers (Schedule G)
8. Total Assets (7) 49,739.58
C8)
487,334.30
APPROVED DEDUCTIONS AND EXEMPTIONS: 64,738.91
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.920.88
11. Total Deductions (11) 66.659-79
C12) 420,674.51
12. Net Value of Tax Return
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13)
420,674.51
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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
18. Amount of Line 14 taxable at CollaterallClass B rate
19. Principal Tax Due
c16) .00 X 045 _ .00
(17) .00 X 12 = .00
(1B) 420,674.51 X 15 = 63,101.18
(19)= 63, 101.18
1 H/~ VRCLi 1J:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-30-2008 CD010344 1,789.47 34,000.00
04-02-2009 CD011072 .00 27,311.71
IUIHL 1HA VRCL11
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
63,101.18
.00
.00
.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. `
FOR CALCULATION OF ADDITIONAL INTEREST. IF^TOTAL DUE^IS'REFLECTED^AS_A_"CREDIT" (CR), YOU MAY BE DUE