HomeMy WebLinkAbout07-29-11n
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~~pRaI~EM~ri'~'i~ LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES I„ +,.L! "~~
INHERITANCE TAX DIVISION ~~-D~ .I1~IIWC~'ib S
AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PU BOX 2806D1
HARRISBURG PA 17128-0601
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' DATE 07-25-2011
ESTATE OF STEPHAN ELAINE S
CLERK{ OF DATE OF DEATH 02-28-2010
~~pF~~J vOvlll FILE NUMBER 21 10-0249
CUM~Eh'_:A~'~G C~' . PA. COUNTY CUMBERLAND
TAYLOR P ANDREWS ACN 101
78 W PROMFRET ST APPEAL DATE: 09-23-2011
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 TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -• RETAIN LOWER
------------------------------------------- PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITAN CE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDU CTIONS AND ASSESSMENT OF TAX
ESTATE OF: STEPHAN ELAINE SFILE N0.:21 10-0249 ACN: 101 DATE: 07-25-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. O1
1. Real Estate (Schedule A) C1) 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B)
.00 credit to your account,
(2)
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Sched .
ule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (S chedule E) (5) 30,000.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 30,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (S chedule H) C9) 900.00
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 900.00
12. Net Value of Tax Return C12) 29, 100.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 217,423.34
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 C15) .00 X 00 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ?17.493.34 x 045 = 9,784.05
17. Amount of Line 14 at Sibling rate C17) -DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 9,784.05
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-06-2010 CD012709 355.26 6,750.00
08-18-2010 CD013220 .00 1,403.12
05-11-2011 CD014453 18.33- 1,309.50
TOTAL TAX PAYMENT 9,799.55
BALANCE OF TAX DUE 15.50CR
INTEREST AND PEN. .00
TOTAL DUE 15.50CR
+ 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.