HomeMy WebLinkAbout03-25-11NOTICE OF INHERITANCE TAX
~~{r~~~ri` ~ ~ApPRAS~~IENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAX'~'3 '-' - _
INHERITANCE TAX DIVISION ~`„ O'R~±tiDQDUCTION$ AND ASSESSMENT OF TAX
PO BOX 280601 ~~ - ~•.~, - -~ ~ . , _ ,..~~
HARRISBURG PA 17128-0601
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DAVID H STON'E~~L~~~-~'~~`~~ ~~, ~~
414 BRIDGE ST
NEW CUMBERLAND PA 17070
~1) 116, 000.00
c2) .00
c3) .00
c4) .00
c5) 4,520.75
c6) 334, 106 . b3
c7) .00
CUT ALONG THIS LINE ---- -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ __
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NEISH VERA BFILE N0.:21 10-0276 ACN: 101 DATE: 03-21-201].
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
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 C12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 454 , 627.38
c9) 24 .441 3
clo) 793.48
11. Total Deductions X11) 25,234.71
12• Net Value of Tax Return (12) 429,392.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 429,392.67
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 C16) __ 429 , 39 . 67 x 045 = 19, 322.67
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 C18) .0 0 X 15 .0 0
19. Principal Tax Due (19)= 19, 322.67
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-14-2010 CD01.2915 966.13 28,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 03-21-2011
ESTATE OF NEISH VERA B
DATE OF DEATH 03-17-2010
FILE NUMBER 21 10-0276
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 28,966.13
BALANCE OF TAX DUE 9,643.46CR
INTEREST AND PEN. .00
TOTAL DUE 9,643.46CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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