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NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES ~' ~APPR~I~SEMfPFT~~,, ALLOWANCE OR DISALLOWANCE
INHERITANCE rAX Dms1oN OF DEDUCTT.ONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-D601 -
DAVID H STONE
414 BRIDGE ST
NEW CUMBERLAND
r-
PA 17070
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DEPARTMENT OF REVENUE
REV-1547 EX AFP <12-10)
DATE 1D-31-2011
ESTATE OF WEBB RAYMOND L
DATE OF DEATH 11-09-2010
FILE NUMBER 2:1 10-1143
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-30-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE: SQUARE
CARLISLE P~- 17013
CUT ALONG THIS LINE ---- --> RETAIN LOWER PORTION FOR YOUR
-------------------- ------------ RECORDS F-
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REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEME
NT, .ALLOWANCE _ _
--------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: WEBB RAYMOND LFILE N0.:21 10-1143 ACN: 101 DATE: 10-31-2011
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANI;ED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 89, 000
00
2. Stocks and Bonds (Schedule B) . NOTE: To ensure proper
C2) ,Op credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
29,596.44 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) I7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEM c8) 118.596.44
PTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) ?b,89 3.8 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 250.6 7
11. Total Deductions
12. Net Value of Tax Return X11) 27, 144.53
13
Charit
bl (12) 91,451.91
.
a
e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14 C13) .00
. Net Value of Estate Subject to Tax
(14) 91.451.91
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18 and 19
reflect figures that
include the total of ALL ,
,
returns assessed to date will
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 C16) R8.4~1 .2L X 045 = .
3,980
34
17. Amount of Line 14 at Sibling rate C17) ~ X 12 =
J] .
1 . .00
8. Amount of Line 14 taxable at Collateral/Class B rate C18) 3, 000.00 X 15 = 450
00
19. Principal Tax Due .
TAX CREDITS: C19)= 4,430.34
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-09-2011 CD014009 205
26
07-08-2011
CD014682 . 3,900.00
.00 :>66.93
TOTAL TAX PAYMENT 4,472.19
BALANCE OF 'fAX DUE 41.85CR
INTEREST AND PEN. .00
TOTAL DIJE 41.85CR
~ 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.
REV-1d70 EX (01-10) ~
~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME
Raymond L Webb
REVIEWED BY
Yvonne Bricker
ITEM
SCHEDULE NO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
EXPLANATION OF CHANGES
2110-1143
101
H-B 1 The deduction for personal representative commissions have been reduced from
$7,500.00 to 5,930.00. No information was submitted with the return to indicate a
demand for extraordinary services. The Department bases its ruling on the assets filed
for inheritance tax purposes, reasonableness, research and complexity of the estate.
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