HomeMy WebLinkAbout04-23-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION 0~ ~~I711~TIONS AND ASSESSMENT OF TAX
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JAN M WILEY ~~~~,,~~r_~-~~ ,a, ~i_.. ~,,,,,, PN
THE WILEY GROUP
130 W CHURCH ST
DILLSBURG PA 17019
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-19-2010
ESTATE OF STONER ANNA M
DATE OF DEATH 05-13-2009
FILE NUMBER 21 09-0500
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-18-2010
(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: STONER ANNA MFILE N0.:21 09-0500 ACN: 101 _____________
OR
DATE: 04-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .Q 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.0 0 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 99,450.11
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets c8) 99 , 450.11
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,0 7 8.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 24 6.5 3
11. Total Deductions C11) 17,325.06
12. Net Value of Tax Return C12) 82, 125.05
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 82, 125.05
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 8~ . 1 . 0 X 045 = 3, 695.63
17. Amount of Line 14 at Sibling rate (17) .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 (19)= 3, 695.63
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-07-2009 CD011593 168.75 3,206.25
10-27-2009 CD011912 .00 320.63
TOTAL TAX PAYMENT 3,695.63
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED A5 A "CREDIT" CCR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.