HomeMy WebLinkAbout02-16-10 NOTICE OF INHERITANCE TAX Pennsylvania ~
-APP..RALSE,I~ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL taxes
OF DEDUCTIDNS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601 -~
DATE 02-08-2010
~~~Q~~~ I6 f~' I• ~~ ESTATE OF STETSON ARTHUR W
DATE OF DEATH 11-08-2008
C~~~~ ~F FILE NUMBER 21 09-0101
~~~~J VE~f ?~?? COUNTY CUMBERLAND
MARK E HAL BR ~ ~, ~~; ~r~ ~a
'
-`
~ ACN 101
GATES ETAL
•
~ ~~
~ ••
APPEAL DATE: 04-09-2010
(See reverse side under Objections)
1013 MUMMA RD STE 100
LEMOYNE PA 17043 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T 0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ---) __RETAIN_LOWER_PORTION_FOR_YOUR_RECORDS- F- __
REV-1547 EX AFP C12-091 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STETSON ARTHUR WFILE N0.:21 09-0101 ACN: 101 _________________
OR
DATE: 02-08-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
. 00 credit to your account,
2. Stocks and Bonds (Schedule B) C2) . submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) '~~ of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 10,719.00
6. Jointly Owned Property (Schedule F) (6) .00
(7) 240,333.72
7. Transfers (Schedule G)
C8) 251.052.72
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9.707.18
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 267.6 6
C11) 9,974.84
11. Total Deductions 241 , 077.88
12. Net Value of Tax Return C12)
00
13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .
. (14) 241,077.88
14. Net Value of Estate Subject to Tax
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 date.
ASSESS MENT OF TAX:
00
00 _
- .00
15. Amount of Line 14 at Spousal rate C15) .
X
88
41
077
X 045 848
50
= 10
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .
,
_
.
.
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .00
C19)= 10,848.50
19. Principal Tax Due
r~r rn.
^^ PAYMENT,`.
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-29-2009 CD010842 542.43 10,500.00
08-03-2009 CD011566 .00 322.18
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 11,364.61
BALANCE OF TAX DUE 516.11CR
INTEREST AND PEN. .00
TOTAL DUE 516.11CR (~E
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.