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HomeMy WebLinkAbout10-15-10NOTICE OF INHERITANCE TAX p~nnsylvan~a ~ BUREAU OF INDIVIDUAL T=A~k'~g r'!~~' '?~'-PR~~SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE 1 ;. r INHERITANCE TAX DIVISION ~"~~~'DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09) PO BOX 280601 HARRISBURG PA 17128-0601 ~"' '- .-r,,. ~ a ,., DATE 10-11-2010 -'~ ~'`) ~~~ ~ '~ ~' ~ ~ ~ ~'~' ESTATE OF STIMELING MARY E DATE OF DEATH 03-03-2009 FILE NUMBER 21 10-0280 ., ,~ ;r ~. ~'~~- COUNTY CUMBERLAND R I C H A R D L ;'1~! ~,B~~~ ',1 R ESQ -~ ~, A C N 101 126 E KING `ST APPEAL DATE: 12-10-2010 S H I P P E N S B U R G P A 17 2 5 7 (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- E'- - - - ---- - - - - - - - - - - -- --- - - - REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: STIMELING MARY EFILE N0.:21 10-0280 ACN: 101 -- -------------- -- OR DATE: 10-11-2010 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) •0 0 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account, 0 0 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,0 5 9.8 6 6. Jointly Dwned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets (8) 8 , 059.86 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14.30 0.12 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 120 , 086.86 11. Total Deductions C11) 134,386.98 12. Net Value of Tax Return (12) 126,327.12- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0 14. Net Value of Estate Subject to Tax (14) 126, 327 . 12- 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 (15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at LineallClass A rate (16) _0 0 x 0 4 5 = .0 0 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 (18) .0 0 X 15 = .0 0 19. Principal Tax Due C19 ;~= .00 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT .00 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" (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIDNAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. '~1~