HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL raxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION D.F' .DEI]U:L't` DEPARTMENT OF REVENUE
Po Box zaocBl INNS AND ASSESSMENT OF T,4X
HARRISBURG PA 17128-0601 _ ~ REV-1547 EX AFP C12-09)
1010~~n~'~6 Pt~l2• {~2
CLrF"~ ~_~~'~
} inT
DAVID H STONE ES Qi'i~~'~ ~ ,~ y '
,„
STONE ETAL ~ ~ ~~~ `` ~ C:n
414 BRIDGE ST
NEW CUMBERLAND PA 17070
DATE ~D3-22-2010
ESTATE OF INARK JEANNE F
DATE OF DEATH :L2-29-2008
FILE NUMBER 21 09-0008
COUNTY [;UMBERLAND
ACN 1.01
APPEAL DATE: 05-21-2010
(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
- - - ----------
REV-1547 EX AFP (12-09~ RECOiRDS F-
--------------
-----
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS
------------------
OR
AND ASSESS
ESTATE OF: MARK MENT' OF TAX
JEANNE FFILE N0.:21 09-0008 A(:N: 101 DATE
TAX RETURN WAS: (X) ACCEPTED AS FILED :
03-22-2010
C )
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN CHANGED
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) Ci) 144, 000.00 NDTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) C2) .00 credit to your account,
4. Mortgages/Notes Receivable (Schedule D) (3) .00 submit the upper portion
of thi
I4)
5. Cash/Bank Deposits/Misc. Personal Propert
(S .0 0 s form with your
tax payment.
y
chedule E) C5)
6. Jointly Owned Property (Schedule F) 67,
271.56
7. Transfers (Schedule G) C6) .00
I7) . 00
$. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 211,271 56
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (9) i ~Q'
clo) 5 060
11.
Total Deductions .81
12• Net Value of Tax Return C11) 42,268.01
13. Charitable/Governmental Bequ ests; Non-elect
d C12) 169,003.55
14. Net Value of Estate Subject e
9113 Trusts
to Tax (Schedule J)
I13) .00
NOTE: If an assessment was issued previousl l 14 '1
3
reflect figures that y,
include the tot
l ines 14, 15 and/or 16,
17, 18 and
9
wi11
ASSESSMENT OF TAX: a of ALL returns assessed to d ate.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A (15) '00 X 00 = .00
17. Amount of Line 14 at Sibling rate
rate I16) 169 D0; ~~ X 045 =
7,605.16
18. Amount of Line 14 taxable at Collateral/Class B ~~~ X 12 =
.00
19. Principal Tax Due ra te ~lg) • 00 X 15 =
TAX CRE
DITS:
C19)= . 00
PAYMENT 7,605.16
RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
03-26-2009 CD011047
09-25-2009 CD011809 315.79
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMDUNT PAID
6,O~D0.00
1 , 2799.37
TOTAL TAX PAYMENT
7,605.16
BALANCE OF TAX DUE
.00
INTEREST AND PEN. .00
TOTAL DUE= .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~~