HomeMy WebLinkAbout03-25-11NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXE~'•-~~~~ ~ -
INHERITANCE TAX DIVISION ~' t ~ ~OF ' ~f~;DcF1CTI0NS AND ASSESSMENT OF TAX
PO BOX 280601 ~+~~ E ~- -:-'~
HARRISBURG PA 17128-0601
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RICHARD W STEW~BE"~'l~''~I`~C ! ~'~ , 't~.
301 MARKET ST ,
LEMOYNE PA 17043
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CUT ALONG THIS-LINE----- -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______ _
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BIERI SUZANNE BFILE N0.:21 09-1197 ACN: 101 DATE: 03-21-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. O1
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule 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
REV-1547 EX AFP (12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 1 , 770.00
(9)_ 15.00
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11. Total Deductions
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15.00
12. Net Value of Tax Return X12) 1,755.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 1,192,663.86
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) 1 , 1 92.663.86 X 045 = 53, 669.88
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 1~+ taxable at Collateral/Class B ra te (18) .00 X 15 = .00
19. Principal Tax Due c19)= 53, 669.88
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-15-2010 CD012478 2,679.55 50,911.36
12-10-2010 CD013773 .71- 79.69
DATE 03-21-2011
ESTATE OF BIERI SUZANNE B
DATE OF DEATH 12-19-2009
FILE NUMBER 21 09-1197
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-20-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 53,669.89
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (~