HomeMy WebLinkAbout07-15-11NOTICE OF INHERITANCE TAX Pennsylvania .'
,r,~j~[.~,n~„ ~:, , A~~ I MENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE '
BUREAU OF INDIVIDUAL TAXES'..' ~ .'~' i ~ ^'
INHERITANCE TAX DIVISION t~r~ Q~,~ f ~ DUCTIONS AND ASSESSMENT OF TAI{ REV-1547 EX AFP (12-10)
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PO BOX 280601 ~ 1
HARRISBURG PA 17128-0601
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' DATE 07-12-2011
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ESTATE OF STEVENS JUNE E
DATE OF DEATH 02-17-2011
CLERK OF FILE NUMBER 21 11-0258
ORPHANS COURT COUNTY CUMBERLAND
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ROGER B IRlw1~~~R~~; ~'i'~ ~,~ PA ACN 101
60 W POMFRET ST APPEAL D~4TIE: 09-10-2011
( See reverse lids under Objections
C A R L I S L E P A 17 013
Amount Remitted C
MAKE CHECK PAYABLIE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~"') RETAIN LOWER POR TION FOR YOUR RECORDS f~
REV-1547 EX AFP (12-10? NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: STEVENS JUNE EFILE N0 .:21 11-0258 A.CN: 101 DATE: 07-12-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) _ .00 NOTE: To ensure proper
(2) 944,097.20 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .00
C) (3) _ of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) _ .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,475.95
6. Jointly Owned Property (Schedule F) (6) _ .00
7. Transfers (Schedule G) (7) _ .00
(8) 950 , 573.15
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) Er,~,622.6 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,937.39
(11) 73,560.06
11. Total Deductions 013.09
877
12. Net Value of Tax Return ,
(12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 6 93,610.47
14. Net Value of Estate Subject to Tax (14) 183,402.62
NOTE: If an assessment was issued previously, lines 14, 15 anti/nor 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) _ 00 X 00 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ~.~~ x 045 = .00
17. Amount of Line 14 at Sibling rate (17) x.00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 183,402..62 X 15 = 27,510.39
19. Principal Tax Due (19)= 27,510.39
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) I AMOUNT P/!ID
DATE NUMBER INTEREST/PEN PAID C-)
05-05-2011 CD014423 1,375.52 26,134.87
TOTAL TAX PAYMENT 27,510.39
BALANCE OF TAX DUE .00
INTEREST' AND PEN. .00
TOTAL 1DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTEII AS A "CREDIT" (CR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIIIE OF THIS FORM FOR INSTRUCTIONS. ry