HomeMy WebLinkAbout11-13-12-
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT G FREY
5 S HANOVER ST
CARLISLE
r ~nr~}~_ , 1.`}' OF INHERITANCE TAX ~ pennSylvania
?~~u~ P~B~N3~~1 ALLOWANCE OR DISALLOWANCE
F+~I ~ LtF~~. D~D'~, _~,,,~ONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
~- `-~~ ' '~ REV-1547 EX AFP (09-12)
t',~~Z~i~~' 13 P~ I• ~~ DATE 11-12-2012
ESTATE OF STONE DENNIS W
!. ;_ DATE OF DEATH 10-20-2011
Q~~' {,~~i:~ i~+.~~%~' FILE NUMBER 21 11-1227
Cl~~,~Pr~~A~~iD CO., PA COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-11-2013
P A 17 013 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ~-1 R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS !~
_
_
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _ _____________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STONE DENNIS WFILE N0.:21 11-1227 ACN: 101 DATE: 11-12-2012
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 65, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 145,819.00 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15,112.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) .0 0
8. Total Assets (8) 225.931.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 12.8 9 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) alp) 1,199.0 0
11. Total Deductions (11) 14, 094.00
12. Net Value of Tax Return C12) 211,837.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) X13? .0 0
14. Net Value of Estate Subject to Tax
c14)
211,837.00
NOTE: If an assessment was issued previously, Lfnes 14, 15, 16, 17, 18 and/or 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) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at lineal rate (16) -~~ X 04 5 = .00
17. Amount of Line 14 at sibling rate X17) 71 1 . 8~7 _ 00 X 12 = 25,420.44
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .00
19. Principal Tax Due C19)= 25,420.44
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-15-2012 CD016315 .00 25,276.44
ll`1 I CICtJ I 1J 1. F1AKlitL I HKUU(iH 11 -27-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 25,276.44
BALANCE OF TAX DUE 144.00
INTEREST AND PEN. 1.54
TOTAL DUE 145.54
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE Fna rNSrvurrrnue
`~C../
~ pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRI58URG, PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Dennis W. Stone 2111-1227
REVIEWED BY ACN
Tamika Washington 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Total on Schedule E was not correctly carried forward to recapitulation page.
Row Pape 1