HomeMy WebLinkAbout11-30-09 (2)NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES r.° ~~~RfiM6~!FT, ALLOWANCE OR DISALLOWANCE
r, ~fL * ~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION `~i ~-. ~ €i40~`TIONS AND ASSESSMENT OF TAX
PO BOX 280601 - z ~ ~~-- ,~~ REV-1547 EX AFP C10-09)
HARRISBURG PA 17128-0601 `{'.L.~v+~i`+ LJi +`, .t
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(~ CLERK f~~
GEORGE B FALLER ~j! `p~;~ ~£~'~rft~
10 E HIGH ST Ciu~-tiP`''"~`",i' ~~ l,` P~.
CARLISLE PA 17013
DATE 11-23-2009
ESTATE OF ARONSON STEPHEN J
DATE OF DEATH 02-24-2004
FILE NUMBER 21 05-053b
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-22-2010
(See reverse side under Objections)
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 C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ARONSON STEPHEN JFILE N0.:21 05-0536 ACN: 101 DATE: 11-23-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHAN~Fn
~rrRwaStL VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2.
Stocks and Bonds (Schedule B) . NOTE: To ensure proper
(2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5) .
31,695.45 tax payment.
6. Jointly Owned Property (Schedule F) (6)_ .00
7. Transfers (Schedule G) (7)_ .0 0
8. Total Assets CB) 31, 695.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions .00
12 (11)
. Net Value of Tax Return C12) 31,695.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 00
14. Net Value of Estate Subject to Tax .
(14) X1.69 .4F;
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18 d 19
reflect figures that include the total of ALL ,
,
returns assessed to date an
will
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) 31,695
45 x 00 =
16.
Amount of Line 14 taxable at Lineal/Class A rate (16) -
.
~~
x 045 = .00
17.
Amount of Line 14 at Sibling rate C17)
n .00
D )( 12 ° .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due
TAX CREDITS: C19)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.