HomeMy WebLinkAbout11-30-09~-~n~~e~T ~~~F,.f.NHERITANCE TAX pennsylvania ~
AP~~'i~~~'_EMENa','"A~L~OWANCE oR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~1l~[ ,, rr , tti
INHERITANCE TAX DIVISION ~'~..i+1yQ~~Iq'~j[~',~-ND ASSESSMENT OF TAX REV-1547 EX AFP C10-09)
PO BOX 28D601
HARRISBURG PA 17128-0601
~~~~ ~~~ ~~ AF1 ~ E ~ 5b DATE 11-23-20D9
ESTATE OF STINE MARGARET R
C(-~~}( (~;~' DATE OF DEATH 01-08-2009
Q~p~~~ uQ~RT FILE NUMBER 21 09-0053
CUi~1E'E1?LhP~~ {;~~„ pq COUNTY CUMBERLAND
HAROLOSIRWIN III ACN 1D1
IRWIN LAW OFFICE APPEAL DATE: 01-22-2010
64 S P I TTS ST (See reverse side under Objections)
CARLISLE PA 17013 A~ount Re®itted
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 C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STINE MARGARET RFILE N0.:21 09-0053 ACN: 101 DATE: 11-23-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 14 7,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .DD credit to your account,
3. Closely Held Stock/PartnershipInte rest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,805.31
6. Jointly Owned Property (Schedule F) C6)_ .00
7. Transfers (Schedule G) (7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(8) 162, 305.31
(y) 40,705.19
clo) 13,619.83
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessaent was issued previously,
reflect fiBUres 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:
DATE NUMBER INTEREST/PEN PAID C-)
06-08-2009 CD011326 .00
06-08-2009 CD011327 .00
AMOUNT PAID
cll) 54,325.02
(12) 107,980.29
(13) 3.500.00
C14) 104.480.29
00
045 = .00
12 = 2,000.64
15 = 13,171.24
c19)= 15,171.88
15,151.76
20.12
TOTAL TAX PAYMENT'. 15,171.88
BALANCE OF TAX DUE .00
INTEREST AND PEN.! .00
TOTAL DUE .00
C15)_ .00 X
C16) nn X
cin I~.~7~_n4 x
(1B) 87,808.25 x
^ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS.