HomeMy WebLinkAbout04-30-12~~, -:('~ (}~ NOTICE DF INHERITANCE TAX
APRkAYSEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU DF INDIVIDUAL TAl(ES, _~
INHERITANCE TAx Drv1s1DN :, _ .-. ~•Q'}~,.:pEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2806D1
HARRISBURG PA 17128-0601
, '~' 30 ~" ( ~..~
ANDREW C SFfE~LY ESQ
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055-0095
(1) 140,000.00
(2) 1 , 336.61
c3) .00
c4) .00
(5) 236,402.33
c6) .00
(7) 141,430.93
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E-
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STONER MARY WFILE N0.:21 11-0571 ACN: 101 DATE: 04-23-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPRDVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania .~~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
NOTE: To ensure F~roper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8) 519, 169.87
(9) 18.567.7
clo) 3.248.66
11. Total Deductions C11) 21,816.38
12. Net Value of Tax Return C12) 497,353.49
13. Charitabl e/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) (13) 18,324.00
14. Net Value of Estate Subject to Tax (14) 479,029.49
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal. rate (15) .00 X 00 - Q0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 479.079.49 X 045 = 21,556.33
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .OD
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 21,556.33
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMDUNT PAID
07-13-2011 CD014707 1,026.32 19,500.00
10-28-2011 CD015137 .00 1,D30.03
TOTAL TAX PAYMENT 21,556.35 _
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
DATE 04-23-2012
ESTATE OF STONER MARY W
DATE OF DEATH 04-25-2011
FILE NUMBER 21 11-0571
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-22-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~ 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 FUR INSTRUCTIDNS. T('