HomeMy WebLinkAbout02-19-10.._NQTI~'.Tr 9.F INHERITANCE TAX
BUREAU OF INDIVIDUAL raxES 'ApPRATSEMEWT; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ..QF ;I)EDUCTfQNS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~ - =~
HARRISBURG PA 17128-0601
JAN L BROWN
JAN L BROWN & ASSOC
845 SIR THOMAS CT 12
HARRISBURG PA
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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 SQUARE
CARLISLE PA 17013
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CUT ALONG THIS LINE ---- -~ RETAIN LOWER PORTION FOR YOUR
-------------------- ----------------- RECORDS •--
REV-15
----------------
47 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEME
----
NT, ALLOWANCE _ __
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: STONER MARY ANN FILE N0.:21 09-0521 ACN: 101 DATE: 02-15-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2.
Stocks and Bonds (Schedule B) C2) .
,00 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) (4)
3,00 0
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,561.6 6
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 67,454.41
8. Total Assets
(8) 75,016.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,96
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 .849.62
11. Total Deductions (11) 14,811.14
12. Net Value of Tax Return C12) 60,204.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 60,204.93
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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 )(
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 60.204.93 X
17. Amount of Line 14 at Sibling rate C17)_ -DO X
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-20-
00 - .00
045 = 2,709.22
12 = .00
15 = .00
(19)= 2,709.22
6
TOTAL TAX PAYMENT 2,709.22
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" (CR), YOU MAY BE ~.~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.