HomeMy WebLinkAbout08-15-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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JUDITH STOEVER LI~7F'LL ^,'
3896 CANOPY WAY
SARASOTA FL 34235
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NbTICE OF INHERITANCE TAX
APPRAI'SENENT, ALLDWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 IX AFP (06-05)
DATE 08-18-2008
ESTATE OF STOEVER MARGARET R
DATE OF DEATH 02-26-2008
FILE NUMBER 21 08-0229
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-17-2008
(See reverse side under Objections)
Amount Re~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
E:I[~~i Ai~u i :~ r °i r ~ ~4
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STOEVER MARGARET R FILE N0. 21 08-0229 ACN 101 DATE 08-18-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 200,000.00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) 106,874.54
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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14 9.4 37.99
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
e. Total Assets (g) 456, 312.53
APPROVED DEDUCTIONS AND EXEMPTIONS: 25,931.90
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) _ 2~.9~1 .90
12. Net Value of Tax Return C12) 430,380.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .J) C13) .00
430,380.63
14. Net Value of Estate Subject to Tax C14)
NOTE: If an assesswent 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 C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 430,380.63 X 045 = 19,367.13
17. Amount of Line 14 at Sibling rate (17) .00 X 1 2 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .0 0
19. Principal Tax Due (19)= 19,367.13
TAY /`DCTTTC.
`PAYMENT~~
DATE RECEIPT
NUMBER DISCO C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-23-2008 CD009784 968.36 18,398.77
TOTAL TAX CREDIT 19,367.13
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)