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HomeMy WebLinkAbout07-06-10• .,~~,, ~,-,; r-, ;,t--t<~ KCE OF INHERITANCE TAX RQ~~Siy ~/~{~~~ ~ ~.~' ~~R~"~$1'1', ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ..,..:y INHERITANCE TAX DIVISION ~;~ ~ (;;1 ~;Ff; $~TI ONS AND ASSESSMENT OF TAX REV-1547 Ex AFP clz-o9~ PO BCA( 280601 HARRISBURG PA 17128-0601 ~a~~ .~UL "~ P~ ~' 2~ DATE 06 -21-2010 ESTATE OF BEERS MARJORIE W {~.~R~ Q~ DATE OF DEATH 06-13-2009 '~ ~~~~~' FILE NUNBEi'R 21 09-0632 ~~ ~~~~ ;~a,~~~ ~ ~~ COUNTY CUMBERLAND DAVID H STONE ~'S ACN 101 414 BRIDGE ST APPEAL DATE: 08-20-2010 NEW CUMBERLAND PA 17 0 7 0 (See reverse side under 4b~ect~ns) Auount Re~itted ~- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~- RETAIN LOWER PORTIQN FOR YOUR RECORDS !~ _ REV•1547 EX AFP C12-09) NOTICE OF INNER:ITANCE TAX APPRAISE~iENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OFs BEERS MARJORIE WFILE NO.s21 09-0632 ACN: 101 DATE: D6-21-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETORN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) Ci)_ 2b9,278.29~, NOTE: To ensure proper 2. Stocks and Bonds CSchedula B) C2) 593,139.12 credit to your account, .0 0 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your 4. Mortgages/Notes Receivable CSchedula D) C4) •~~ tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedula E) C5) 61,370.68 6. Jointly Owned Property (Schedule F) C8) .0 0 7. Transfers CSchedulo 6) C7) 6, 072.12 8. Total Assets Ce) 929,8 .60.21 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C93.^~= 1=~_ 10. Debts/Mortgage Liabilities/Liens CSchedula I) t10) 3,345.1 4 11. Total Deductions C11) 45,044.49 12. Net Value of Tax Return C12) 8~t4,815.72 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) s_ 14. Net Valua of Estate Subject to Tax C14) 884:815. NOTE: If an assessuant was issued previously, rs#lect figures that include the total ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 18. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate lines 14, 15 and/or 16, 17, 18 and 19 will of ALL returns assessed to date. 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT f+) DATE NUNBER INTEREST/PEN PAID C-) 09-10-2009 DO11? 9 1, 78.95 03-12-2010 CD012468 .00 cis) .00 x C17)~ -,~ X cis) • 0© x AMOUNT PAID 00 = .00 045 = 39,816.71 12 = .00 15 .00 ci9)= 39,816.71 Y,YYY•YY 8,237.76 TOTAL TAX PAYMENT 39,816.71 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" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.