HomeMy WebLinkAbout12-17-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
~API~X~'$~I~EN~,~^f~LLOWANCE OR DISALLOWANCE
Of-:~~pUC`,, ~L~hIS AND ASSESSMENT OF TAX
. 1.71_ ~s , ,. ~ i~)'.
_ .~_
GLER~ ~F
~RPH:~,~~'~ Cf~ URT
JACQUELINE A KELL~UPb~~~~(,_.~~'~~ ~`,~,~` 9
.~.Pr,
STE 12
845 SIR THOMAS COURT
HARRISBURG PA 17109
pennsylvania ~\~ ,
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 12-13-2010
ESTATE OF STEPHENS BARBARA S
DATE OF DEATH 05-16-2010
FILE NUMBER 21 10-0809
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-11-2011
( 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 ~-~-
---------------
-----------------
--------
-
-
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STEPHENS BARBARA SFILE N0.:21 10-0809 ACN: 101 DATE: 12-13-2010
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) 24, 788.08 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 (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 8,7 21.91
6. Jointly Owned Property (Schedule F) (6) 52, 106.16
7. Transfers (Schedule G) C7) 200 , 821.78
8. Total Assets C8) 286 , 437.93
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4 0,6 2 5.15
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,2 4 0.8 5
11. Total Deductions C11) 41,866.00
12. Net Value of Tax Return C12) 244,571.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 5 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 244, 071 .93
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 228 , 1 82 _ 64 X 045 = 1 0 , 268.22
17. Amount of Line 14 at Sibling rate C17) 1 2 , 889 _ 29 X 12 = 1 , 546.71
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 3,000.00 X 15 = 450.00
19. Principal Tax Due C19)= 12,264.93
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-09-2010 CD013180 605.26 11,500.00
10-04-2010 CD013448 .00 159.68
TOTAL TAX PAYMENT 12,264.94
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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.