HomeMy WebLinkAbout01-08-10 (3)NOTICE OF INHERITANCE TAX pennsyLvania ~
AP;'RR-t~;5 ~,~ OWANCE OR DISALLOWANCE
BUREAU OF INDIVIJ`UAL TAXES _ , ~~'T ".,~:_ ., DEPARTMENT OF REVENUE
INHERITANCE TAX DIVIaION `,`p~ I3EDUCT~,pi~S AND .ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 .~„ !._~ ... ;'_i ; ; . , .
HARRISBURG PA 17128-D601
2a'Q ~~~ _$ ~~ '; ~ ~ DATE 12-28-2009
ESTATE OF TAYLOR II M HARVEY
DATE OF DEATH 10-06-2008
C~~R~ ~'~ FILE NUMBER 21 08-1047
Ot'~~ "~,`~I~ C~;.i,°,T COUNTY CUMBERLAND
DAVID H STONE ESQ (~,~"~;~~ `''~ '~;~?., PA. ACN 101
STONE ETAL APPEAL DATE: 02-26-2010
414 BRIDGE S T (See reverse side under Objections )
NEW CUMBERLAND PA 17070 Astount Re~nitted~
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 YDUR RECORDS f'-~
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TALC
ESTATE OF: TAYLOR II M HARVEY FILE N0.:21 08-1047 ACN: 10'1 DATE: 12-28-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •DQ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 7 66,184.92 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 'DD of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •Dm tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 94,681.18
6. Jointly Owned Property (Schedule F) (6) .DQ
7. Transfers (Schedule G) (7) •DQ
8. Total Assets (8) 860.866.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 33.1 8_ G
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.878.OD
11. Total Deductions C11) 35y006.24
12. Net Value of Tax Return (12) 825,859.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 807,274.84
14. Net Value of Estate Subject to Tax C14) 18,585.00
NOTE: If an assessBtent was issued previously,
reflec t figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) 18,585.00 x
(16) _ Da x
nn_ . oo x
c18) .00 x
00 = .00
045 = .00
12 = .00
I5 = .00
(19)= • 00
rMrn~ni Kt~ttri DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUIE .00
INTEREST AND PEN, .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TDTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS DORM FOR INSTRUCTIONS.