HomeMy WebLinkAbout02-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ~ h,-.~ f19-T{iGE• OF- INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES Ap~?RA~PSEiN1~MT ~ILLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ',`b~ ,~Q1>UCTION!~; AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~i„ : _ ~:, ,._
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
2009 ~E~ 20 AM I ! ~ 23
~.~~~St{ ~~'
O~PI ~~~,f°ti'~> ~ ~~LRT
JOHN J SHORB ChJ~:+^("'~' , ~ ,",. ,~,,~., PA
C/0 SSQHNN COMMERCE CTR
221 W PHILA ST STE 60
YORK PA 17401-2994
DATE 02-16-2009
ESTATE OF STALLSMITH CASSANDRA P
DATE OF DEATH 06-06-2008
FILE NUMBER 21 08-0663
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-17-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~--~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STALLSMITH CASSANDRA P FILE N0. 21 08-0663 ACN 101 DATE 02-16-2009
TAX RETURN WAS: C 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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds [Schedule B) C2) 324, 712.07 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property [Schedule E) C5) 177, 633.53
6. Jointly Owned Property (Schedule F) C6) 16, 082.08
7. Transfers (Schedule G) (7) .00
8. Total Assets Cg) 518,427.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9,644.75
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10. 087.63
11. Total Deductions C11) ~ 9 .739 _ 38
12. Net Value of Tax Return (12) 498, 695.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 498,695.30
NOTE: 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 (15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 498,695.30 X 045 = 22,441.29
17. Amount of Line 14 at Sibling rate C17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (l9)= 22,441.29
TAY /`DCT7TC.
PAYMENT
DATE RECEIPT
NUMBER D SCOUN (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-05-2008 CD010234 35.71 678.51
09-05-2008 CD010235 1,046.25 19,878.75
10-16-2008 CD010425 .00 802.07
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 22,441.29
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, ND PAYMENT IS REQUIRED. ' ~~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)