HomeMy WebLinkAbout12-04-09NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES°S~ {~ f~~ ~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ ~ ~~~I~CTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C10-09)
~ ~
PO BOX 280601 }~
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HARRISBURG PA 17128-0601
~~~ DEC -4 PM ly ~ ~ DATE 11-30-2009
ESTATE OF STOTT CHRISTINE E
~~
DAVID A BARK ~C7 CQ,, PA
OBRIEN ETAL
19 W SOUTH ST
CARLISLE PA 17013
DATE OF DEATH 09-13-2008
FILE NUMBER 21 08-0985
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-29-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND RgMIT 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 (10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: STOTT CHRISTINE EFILE N0.:21 08-0985 ACN: 101 DATE: 11-30-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)_ 115,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subait 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) 18,760.00
6. Jointly ONned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 56.943.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(B) 190,703.00
(q) 21,434.66
[lo)_ .00
11. Total Deductions (11) 21,434.66
12. Net Value of Tax Return (12) 169,268.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 169.268.34
NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Lins 14 at Spousal rats
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Awount of Lina 14 taxable at Collateral/Class B rate
19. Principal Tax Dw
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID (-)
12-11-2008 CD010637 241.95
06-15-2009 CD011358 ,76-
(15) . 00 X
(16) 1 /9~7AA ~4 X
(ln on x
(la) .00 x
AMOUNT PAID
00
045= 7.617.07
12 = .00
15 = .00
[19)= 7,617.07
4,597.00
2,790.07
TOTAL TAX PAYMENT 7 628.26
BALANCE OF TAX DUIE 11.19CR
INTEREST AND PEN. .00
TOTAL DUE 11.19CR
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A ''CREDIT'' (CR), YOU MAY BE DUE n
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. c~-y\