HomeMy WebLinkAbout10-28-11 (3)_ __ _
~~r-~a~~r~E ;oF,-, RITANCE TAx Pennsylvania ~
BUREAU OF INDIVIDUAL TaxES APPRA~~ENT, ALE1~CE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF 'DE~+1UC1`IOA1S ,[~p DEPARTMENT OF REVENUE
PO BOX 280601 A~9 ASSESSMENT OF 'TAX REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601
ELYSE E ROGEI~S ESQ
STE 400
635 N 12TH St
~1 t + i o
Cl~~i~ r'~
C~~~r~~, ~1,:t,!~''~ '~'t~ 0~
LEMOYNE I PA 17043
~~DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
10-18-2011
STANSFIELD MARIANNE L
10-07-2010
21 10-1066
CUMBERLAND
ACN 101
APPEAL DATE: 12-17-2011
(See reverse side under Objections)
Astount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE
_ _ _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12 10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STANSFIELD MARIANNE LFILE N0.:21 10-1066 ACN: 101 DATEe In_lst_~nii
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF ETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Sch edule A) (1)
00
2. Stocks and Bonds
(Schedule B) .
(2) 1, 197,530.10 NOTE: To ensure proper
credit to your account,
3. Closely Held Sto ck/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 Deposi
t
/Mi . tax payment.
s
sc. Personal Property (Schedule E) C5) 5 0,661.53
6. Jointly Owned Pr perty (Schedule F) (6) .00
7. Transfers (Sched ~
le G) C7) 2,166,614.38
8. Total Assets
APPROVED DEDUCTIONS
AND EXEMPTIONS: (8) 3.414,806.01
9. Funeral Expenses Adm. Costs/Misc. Expenses (Schedule H) (g) 9 67.04
10. Debts/Mortgage L abilities/Liens (Schedule I) (10)__ 10. 76.88
11. Total Deductions
12. Net Value of Tax
Return (11) 105,343.92
13. Charitable/Gover}
~mental Bequests
N
-
l (12) 3,309,462.09
;
on
e
ected 9113 Trusts (Schedule J) C13) 134.8 60.4 9
14. Net Value of Est to Subject to Tax
C14) _ 3,174,601.60
NOTE: If an assess ~ent was issued previously, lines 14, 15 and/or 16
17 18
d 19
reflect fissu
res that include the total of ALL ,
returns assessed to ,
an
will
date
ASSESSMENT OF TAX: i .
15. Amount of Line 1
~ at Spousal rate C15) .00 X 00 =
00
16. Amount of Line 1 taxable at Lineal/Class A rate (16) 3.174.601 _60 x 045 .
= 142,857
07
17. Amount of Line 1 at Sibling rate (17) _ 00 X 12 .
18. Amount of Line 1
taxable at Collateral/Class B rate (18)
.00 X 15 . 00
=
00
19. Principal Tax Du .
~
TAX CREDITS: (19)= 142,857.07
PAYMENT RE EIPT DISCOUNT (+)
DATE NU BER INTEREST/PEN PAID (-) AMDUNT PAID
01-07-2011
06-03-2011 CDO
CDO 3867
4656 7,105.26 135,000.00
.00 751.81
~ IF PAID AFTER DATE IND CATED, SEE REVERSE
CALCULATION OF ADDI
ITIONAL INTEREST.
TOTAL TAX PAYMENT 142,857.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.