HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
., ,,. ~-D;BPARTMENT OF REVENUE
~~ .' ' ~ ~N!dTICE OF INHERITANCE TAX ~
BUREAU OF INDIVIDUAL TAXES _ '~ ,AppRATSP,MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ '•0'F DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 Ft`' ~' ..
HARRISBURG PA 17128-0601 ~ ~~ REV-1547 EX AFP (01-09)
~~~~C3~'P ~$ °~'~• DATE 09-15-2009
ESTATE OF CARLISLE SR WILLIAM R
'~ DATE OF DEATH 07-18-2008
r ,`~`~`~
G^h j~ ~~ FILE NUMBER 21 08-0838
C' ~~-~_t, `I'_ - COUNTY CUMBERLAND
DAVID H STONE ESQ ~',~~~~~~ ~ ACN 101
STONE ETAL APPEAL DATE: 11-14-2009
414 BRIDGE ST (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 ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CARLISLE SR WILLIAM R FILE N0. 21 08-0838 ACN 101 DATE 09-15-2009
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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 42 , 662.76
credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3)
.00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3. 458.77
6. Jointly Owned Property (Schedule F) C6) 4, 143.73
7. 'transfers (Schedule G) (7) 9, 916.07
8. Total Assets fig) 60, 181 .33
APPROVED DEDUCTIONS AND EXEMPTIONS:
14,180 .32
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,564 .45
11. Total Deductions C11) 1 x+.744.77
12. Net Value of Tax Return C12)
44,436.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 44,436.56
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 (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 44, 436.56 X 045 = 1 , 999.65
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 Clq)= 1 , 999.65
rex r_aFnrrc
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-09-2008 CD010393 73.68 1,400.00
04-09-2009 CD011099 .00 525.97
TOTAL TAX CREDIT 1,999.65
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ~~
~ 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~cOTAL DUErISrREFLECTEDrASrAT^CREDITu CCR)T,YOU MAY^BE DUE ~~