HomeMy WebLinkAbout05-28-10NOT_IC_E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ 14~'~~~214~I;SfMi ~N~I?' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _„~.; r QF, ~;EAU~TQONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ - '-~ - ~_ ~~~ - ~ -- -
HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-24-2010
ESTATE OF STEWART JOYCE A
DATE OF DEATH 02-18-2009
FILE NUMBER 21 09-0215
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-23-2010
(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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STEWART JOYCE AFILE N0.:21 09-0215 ACN: 101
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OR
DATE: 05-24-2010
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) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 12,447.39
6. Jointly Owned Property (Schedule F) ((,) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 12,447.39
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6.15 2.9 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 6, 152.96
12. Net Value of Tax Return C12) 6,294.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Sub3ect to Tax (14) 6,294.43
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) 6. 294.4 x 045 = 283.25
17. Amount of Line 14 at Sibling rate C17)_ _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 C19)= 2$3.25
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-12-2010 CD012222 2.04- 286.19
TOTAL TAX PAYMENT 284.15
BALANCE OF TAX DUE .90CR
INTEREST AND PEN. .00
TOTAL DUE .90CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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