HomeMy WebLinkAbout02-19-10 (2)BUREAU DF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17126-0601
..NOTIC.~ 0,F INHERITANCE TAX
APPitAISEMENTi ALLOWANCE OR DISALLOWANCE
_.Q~iDFDUCT~~N$ AND ASSESSMENT OF TAX
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JAN L BROWN ~"'
JAN L BROWN & ASSOC
845 SIR THOMAS CT 12
HARRISBURG PA
17109
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pennsylvarna
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 02-15-2010
ESTATE OF STONER MARY ANN
DATE OF DEATH 05-24-2009
FILE NUMBER 21 09-0521
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-16-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
--~ RETAIN LOWER PORTION
G THIS LINE
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX
S APPRAISEM
AND ASSES ENT, ALLOWANCE
SMENT OF TAX OR
DISALLOWANCE OF DEDUCTION
MARY ANN FILE N0.:21 09-0521 ACN: 101 DATE: 02-15-2010
ESTATE OF: STONER
TAX RETURN WAS: C)() ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
.00
NOTE: To ensure proper
1. Real Estate (Schedule A) C1) 00 credit to your account,
Stocks and Bonds (Schedule B)
2 C2)
00 submit the upper portion
.
ld Stock/Partnership Interest (Schedule C) (3) . of this form with your
3. Closely He
C4) 3,000.00 tax payment.
4. Mortgages/Notes Receivable (Schedule D) 4,561.66
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11
12
13
14
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts
Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously,
reflect figures 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
(5)
c6) .00
c7) 67 , 454.41
cB) 75 , 016.07
c9) 12.961.52
clo) 1.849.62
cll) 14,811.14
clz) 60,204.93
(Schedule J) (13) .00
c14) 60,204.93_
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: DISCOUNT (+)
PAYMENT RECEIPT
DATE NUMBER INTEREST/PEN PAID (-)
08-20-2009 CD011658 135.46
,573.
00 = .00
045 = 2,709.22
12 = .00
15 = .00
c19)= _2,709.22
TOTAL TAX PAYMENT 2,709.22
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
c15) • 00 X
C16) 6 0 , 204.93 X
cl~) .00 x
cls) • 00 X
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~.._
cna CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.