HomeMy WebLinkAbout07-06-10~'rf ~~~,~:~~,; ~~~oF INHERITANCE TAX ~~y`V~rn
BUREAU OF INDIVIDUAL TAXES .~, l~C~tt'~,~~ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~P~~'~~U~~'I"dN5 AN~i ASSESSMENT OF TAX REV-1547 Ex AFP C12-09)
PO BOX 260601
HARRISBURG PA 17128-0601 ~~ ~ ~ ~~~ ~ ~ ~•, ~•
DATE 06-21-2010
CLERK ~~ ESTATE OF DUNCAN STEWART D
~~~~~`~,~ ~~~~.~ DATE OF DEATH 07-29-2009
~~~~~"`~'r~-'~','~~ '~~~'' ~~' COUNTYUMBER CUMBERLAND
JENNIFER E KLINE ACN 101
10 LAUREL AVE APPEAL DATE: 08-20-2010
WE L L ESL E Y MA 0 2481 (See reverse side under Objecl~ons)
A~ount Re~itted r
MAKE CHECK .PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG TN1S LINE -~ --RETAIN-LOWER-P~RTION-FOR-YOUR-RECORDS--~ -----
REV-1547 EX AFP C12-091 NOTICE OF INHERITANCE TAX APPRAISEM~ENT, ALLOWANCE OR
DISALLOWANCE Of DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DUNCAN STEWART DFILE N0.:21 09-1_~~N: 101 DATE: 06-21-2Q10
TAX RETURN MlAS: CX) ACCEPTED AS FILED C ) CHANB£D
APPRAISED VALUE Of RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) CL) •0 ~ NOTE: To ensure proper
.0 0 crodit to your account,
2. Stocks and Bonds CSchadule B) C2)
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ 0 tax payment.
5. Cash./Bank Doposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) C6) 100,334.78
7. Transfers (Schedule G) C7) .0 0
8. Total Assets t8) 100 , 334.718
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H) ty) 3.2.85..23
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 3,.285.23
12. Net Value of Tax Return C12) 97,049,5
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchadule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 97, 049.. ~
NOTE: If an assessment was issuod 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
lines 14, 1'S and/or 16, 17, 18 and 19 will
of ALL retuwns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Duo
TAX CREDITS:
C15) • ~~ X
CI6) _ DO X
c 17 ) =Q~ x
cls) 97, 049.55 X
00 .00
045 : . 00
12 = .Oh
15 = 14,557.4~-
C19)= 14,557.43
PAYNENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-05-2010 C 012423 .00 14,557.43
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIaNAL INTEREST.
TOTAL TAX PAYMENT 14,557.43
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE'DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.