HomeMy WebLinkAbout07-29-11.,~ CE OF INHERITANCE TAX Pennsylvania i
r,' f _/i(F-PRyG~~ T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
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INHERITANCE TAX DIVISION ~~~ OF b~~,~CTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (12-10)
PD BOX 280601 ~~"~"
HARRISBURG PA 17128-0601
~:J! L.:~ ~ 'n: r: ~J r DATE 07-18-2011
ESTATE OF STAYER LOUISE V
CLERK v~ DATE OF DEATH 02-25-2011
d~P~~~ rQ~J~T FILE NUMBER 21 11-0340
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pA COUNTY CUMBERLAND
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H ANTHONY ADAM ACN 101
49 W ORANGE ST APPEAL DATE: 09-1 6-2011
SUIT E 3 (See reverse side under Objections )
SHIPPENSBURG PA 17257 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 ~
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE
TAX APPRAISEMENT, ALLOWANCE --------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STAYER LOUISE VFILE N0 .:21 11-0340 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: CX) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) ,QQ credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
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) 34,555.90
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 34 , 555.90
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4.491.40
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 344.09
11. Total Deductions X11) 4,835.49
12. Net Value of Tax Return X12) 29,720.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 29,720.41
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ?9. 790.41 x 045 = 1 , 337.42
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 1 , 337.42
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) 1
05-18-2011 CD014478 66.87 1,274.00
TOTAL TAX PAYMENT 1,340.87
BALANCE OF TAX DUE 3.45CR
INTEREST AND PEN. .00
TOTAL DUE 3.45CR
* 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.
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