HomeMy WebLinkAbout02-28-11ICE OF INHERITANCE TAX
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-.'AbPR'A~S NT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES - ' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ' O:F 't~'~Di~tJCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ' •- - REV-1547 IX AFP (12-10)
HARRISBURG PA 17128-0601
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DATE 02-21 -2011
ESTATE OF STONE BERTHA E
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~FGL`s,~.~'.~ t;~;(`i~_I~T FILE NUMBER 21 09-0904
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~~ COUNTY CUMBERLAND
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ANDREW H SHAW
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ACN 101
SUITE 11 APPEAL DATE: 04-22-2011
2 0 0 S SPRING GARDE N S (See reverse side under Objections )
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f--
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STONE BERTHA EFILE N0.:21 09-0904 ACN: 101 _ ____
OR
DATE: 02-21-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 0 0
2. Stocks and Bonds (Schedule B)
(2) .
,Q Q NOTE• To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 10, 00 9.86
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
(8) _ _ 10 ~ 009 .86
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)_ 1,$ 2 3,9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14 2 8 4 4.6 6
11. Total Deductions (11) 144, 668.58
12. Net Value of Tax Return (12) 134,658.72-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 134 658.72-
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) [l0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) [l0 =
_ 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
TAX CREDITS: (19) = .0 0
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER 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 ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.