HomeMy WebLinkAbout10-22-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL raxES APPRAISEMENT, ALLOWANCE 0R DISALLOWANCE
INHERITANCE TAX DIVISION _ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280b01
HARRISBURG PA 17128-0601
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RICHARD C'~~I~Fa~BAKER ESQ `
44 W MAIN ST
PO BOX 318
MECHANICSBURG PA 17055
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c6} 247, 052.38
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STONE CHESTER FILE_N0.:21 04-0790 ACN: 101 DATE: 10-19-2010
TAX RETURN WAS: C X} ACCEPTED AS FILED ( } CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable tSchedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H}
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8} 274 , 432.38
c9) 12 , 162.10
clo) 10,682.00
X11) 22,844.10
11. Total Deductions 251 , 588.28
12. Net Value of Tax Return ~ 12) 0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .
14. Net Value of Estate Subject to Tax (14) 251,588.2$
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:
0 0 =
0 0
.0 0
15. Amount of Line 14 at Spousal rate C15) .
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 D x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) 51 , 588 _ 28 X 12 = 30 , 190.59
18. Amount of Line 14 taxable at Collateral/Class B rate t18) .0 0 X 15 = .0 0
(19?= 30, 190.59
19. Principal Tax Due
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-05-2009 CD011948 1,052.63 20,000.00
05-Ob-2010 CD012707 .00 9,140.59
10-12-2010 REFUND .00 52.63-
TOTAL TAX PAYMENT 30,190.59
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" (CR1, YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
DATE 10-19-2010
ESTATE OF STONE CHESTER
DATE OF DEATH 08-09-2009
FILE NUMBER 21 09-0790
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-18-2010
(See reverse side under Ohjections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013