HomeMy WebLinkAbout02-29-08
03-03-2008
STENGLE
07-20-2007
21 07-0961
CUMBERLAND
101
APPEAL DATE: 05-02-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
"p~~~RTMENT OF REVENUE
NOTrcEoF IHHElHTANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTI~NS AND ASSESSMENT OF TAX
:.: -. - 0 .) r
-
; .J , ,
,r". i!
:'UATE'
ESTATE OF
DATE OF DEATH
: JfILE NUMBER
COUNTY
ACN
i
\_;
STEPHEN L BLOOM ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
*'
REV-1547 EX AFP (06-05)
ROBERT
G
TO:
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STENGLE ROBERT G FILE NO. 21 07-0961 ACN 101 DATE 03-03-2008
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and BO.'ds (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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
.00
.00
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
1,444.00
.00
(11)
(12)
(13)
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9)
(10)
10.
11-
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
(15)
(16)
(17)
.00 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
18. Amount of Line 14 taxable at Collateral/Class B rate
(18)
19. Principal
TAX CREDITS:
PAYMENT
DATE
Tax Due
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
.00
(14)
1.444 DO
1,444.00-
.00
1,444.00-
(19)=
.00
.00
.00
.00
.00
TOTAL TAX CREDIT ~oo
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 I
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE" ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME
REV-1470 EX (6-88)
REVIEWED BY
ITEM
SCHEDULE NO.
H B-3
INHERITANCE TAX
EXPLANA TION
OF CHANGES
FILE NUMBER
Robert G. Stengle
Anita McCully
ACN
2107 -0961
101
EXPLANATION OF CHANGES
The claim for family exemption cannot be made against non-probate assets as the
exemption comes from Chapter 31 of the Probate, Estates and Fiduciary Code.
ROW
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