HomeMy WebLinkAbout02-05-10-~e~,# NOT GE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES :~~,.,~A#'~PR~A4~-~M~I~I ' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION °J~. '~ '_..OF,°DE~D!I~C~IONS AND ASSESSMENT OF TAX
PO BOX 280601 '~' `- °'~ ~ `~ $''~~`~"'
HARRISBURG PA 17128-0601 `~-'
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DAVID H STONE ESQ ~j~~~4~~.r ? ``~r C' ~'°-~~a PA'
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND PA 17070
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 02-01-2010
ESTATE OF WISE THYRA G
DATE OF DEATH 11-10-2008
FILE NUMBER 21 08-1201
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-02-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WISE THYRA GFILE N0.:21 08-1201 ACN: 101 _______________
OR
DATE: 02-01-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 188,508.60
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 261 , 984.62 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 157,703.68
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (s) 608, 196.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 31.6 98.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,0 4 4.2 3
11. Total Deductions C11) 35, 742.45
12. Net Value of Tax Return C12) 572,454.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 572,454.45
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ~7 .4 4.4~ x 045 = 25,760.45
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 25,760.45
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-06-2009 CD010874 1,263.16 24,000.00
08-05-2009 CD011574 .00 497.29
TOTAL TAX PAYMENT 25,760.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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 FORM FOR INSTRUCTIONS.