HomeMy WebLinkAbout05-20-11- -NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TaXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
GERALD J SHEKLETSKI ESQ'
414 BRIDGE ST
PO BOX E
NEW CUMBERLAND PA 17070
Pennsylvania ~ ~i1
DEPARTMENT OF REVENUE ~
REV-1547 EX AFP (12-10) aa~~~ 11
DATE 05-09-2011
ESTATE OF STONE FLOYD S
DATE OF DEATH 10-28-2010
FILE NUMBER 21 10-1090
COUNTY CUMBERLAND
ACN 101
APPEAL :DATE: 07-08-2011
(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 '~ RETAIN LOWER PORTION FOR YOUR
--------------------------------------- RECORDS E~
REV-15 _
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47 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
_
--------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: STONE FLOYD SFILE N0.:21 10-1090 ACN: 101 DAT
E: 05-09-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF
RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 100,000
D0
2.
Stocks and Bonds (Schedule B) ~2) .
3,788.44 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) .
46 2,466.84 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) 42,579.36
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ca) 608.834 64
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 32
10. ~q) _
Debts/Mortgage Liabilities/Liens (Schedule I) (10) ,09 94
.00
11. Total Deductions
12•
Net Value of Tax Return cll) 32, 095.94
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule (12)
J) 576,738.70
14.
Net Value of Estate Subject to Tax C13)
•00
c14) 576,738.70
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18
reflec
t figures that
include the total
of ALL
returns ,
, and 19 will
ASSESSMENT OF
TAX: assessed to date.
15. Amount of Line 14 at Spousal rate (15) 00 DO =
16.
Amount of
Line 14 taxable at
Lineal/Class A rate
(16) .
x
576
73$ .00
17.
Amount of
Line 14 at Sibling
rate .
70 x 045 =
25, 953.24
cln "no x 12 = 00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 00 15 = .
19.
Principal
Tax Due .
x .00
TAX CREDITS:
c19)=
25,953.24
~,.T^~^~ RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
01-26-2011 CD013944 1,263.16
03-11-2011 CD014112 .00
AMOUNT F'AID
,000.00
690.12
TOTAL TAX PAYMENT 25,953.28
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. .00
TOTAL DUE .04CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.