HomeMy WebLinkAbout12-27-10,~ ._ .
~, ~~ ~~~, INHERITANCE TAX pe'nn~Jy~Van~a ~; ~ n
,,~',~~~~ LOwANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~~~1"''~,, ~~~~~~~ `l~~F ~~ AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
~'~; ~~~~ ~~ ~ ~: ~ ~ DATE 12-20-2010
ESTATE OF STONER WILLIAM R
~~E~~ ~~ DATE OF DEATH 11-24-2008
QRp~i7 u~~RT FILE NUMBER 21 09-0137
~~~1~~{:~~_,~~`~~ ~~~,+ Pt~, COUNTY CUMBERLAND
H ANTHONY ADAMS ACN 101
SUITE 3 APPEAL DATE: 02-18-2011
4 9 W ORANGE S T (See reverse side under Objections
SHIPPENSBURG PA 17257 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 ~ _ _______________
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: STONER WILLIAM RFILE N0.:21 09-0137 ACN: 101 DATE: 12-20-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C )() CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
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) C3) 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) C5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) .0 0
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 46,372.22
11. Total Deductions C11) 46,372.22
12. Net Value of Tax Return C12) 46,372.22-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 60,631.83
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 C16) 60.631 .83 X 045 = 2, 728 .43
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 rate C18) .0 0 X 15 = .0 0
C14)= 2, 728 .43
19. Principal Tax Due
rwv r~rntTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-02-2010 CD012326 .00 2,728.43
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-03-2010
TOTAL TAX PAYMENT 2,728.43
BALANCE OF TAX DUE .00
INTEREST AND PEN. 58.12
TOTAL DUE 58.12
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TDTAL 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.
REV-1470 EX (01-!tY) •
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p Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
71 1
DECEDENTS NAME FILE NUMBER
Stoner, William 2109-0137
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Accepted additional deductions.
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