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HomeMy WebLinkAbout03-25-11_ _ .-- NOTICE OF INHERITANCE TAX pennsyLvania ~~ BUREAU OF INDIVIDUAL TAXES APhFtA~ISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF'; DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE PO BOX 280601 REV-1547 EX AFP (12-10) ~~~ HARRISBURG PA 17128-0601 ~_ DATE 03-14-2011 ESTATE OF STANSBURY WALTER R DATE OF DEATH 08-11-2009 FILE NUMBER 21 09-0789 PAUL BRADFORD ORR ~'" COUNTY CUMBERLAND ACN 101 50 E HIGH ST APPEAL DATE: 05-13-2011 C A R L I S L E P A 17 013 (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 ---- ~- R_ETA_IN LOWER POR TION FOR YOUR RECORDS E- _ _ REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEME NT, ALLOWANCE -OR DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX ESTATE OF: STANSBURY WALTER RFILE N0.:21 09-0789 ACN: 101 DATE: 03-14-2011 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1} 82, 000 00 2. Stocks and Bonds (Schedule B) C2) . ,0 0 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) 00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) . 2,4 5 0.0 0 tax payment. 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) C7} .0 0 8. Total Assets APPROV ED DEDUCTIONS AND EXEMPTIONS: (8~ 84 , 450.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8 7,5 6 6 17 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0 11. Total Deductions 12. Net Value of Tax Return (11) 87,566.17 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule (12) J) (13) 3, 116. 17- .0 0 14. Net Value of Estate Subject to Tax (14) 3, 116. 17- 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 (15} .0 0 X 0 0 = 0 0 16. Amount of Line 14 taxable at Lineal/Class A rate (16) _fl0 x 0 4 5 . = 17. Amount of Line 14 at Sibling rate C17) n[l X 12 _ .0 0 •0 0 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = 00 19. Principal Tax Due . TAX CRE DITS: (19) = .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF TIHIS FORM FOR INSTRUCTIONS. r'~ - - _ v '`