HomeMy WebLinkAbout10-22-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP~tATSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF~ DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-09)
DATE 10-19-2010
ESTATE OF STEPHAN ELAINE S
DATE OF DEATH 02-28-2010
FILE NUMBER 21 10-0249
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
CUT ALONG THIS LINE----_ ~--~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: STEPHAN ELAINE SFILE N0.:21 10-0249 ACN: 101 _____________
OR
DATE: 10-19-2010
TAX RETURN WAS: C X) 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) C2) 201,482.17 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) 30,983.20
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets t8) 232,465.37
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedu le H) Cq) 2 0.8 6 7.11
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,2 7 4.9 2
11. Total Deductions C11) 24, 142.03
12. Net Value of Tax Return C12) 208,323.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) 2 0,0 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 188, 323.34
NOTE: If an assessment was issuedpreviouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
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 C 16) 1 88 , ~?~ _ 34 X 045 = 8, 474.55
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 ra te (18) .0 0 X 15 = .0 0
19. Principal Tax Due t19)= 8,474.55
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-06-2010 CD012709 355.26 6,750.00
08-18-2010 CD013220 .00 1,403.12
TOTAL TAX PAYMENT 8,508.38
BALANCE OF TAX DUE 33.83CR
INTEREST AND PEN. .00
TOTAL DUE 33.83CR
* 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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