HomeMy WebLinkAbout02-27-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 7--,r,~kR„R;R'AYSg.,'~Fl~, ;%4LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ;"', ~,_:~ ~'O'F-~ED~U~T',~Oy~ AND ASSESSMENT OF TAX
PO BOX 280601 ,~,
HARRISBURG PA 17128-0601 'F~. ~ _.; ,Jj ~ ~~'~-- REV-1547 EX AFP (01-09)
DATE 02-24-2009
Z~d9 FEB 27 A1~ ~ ~' ~ $ ESTATE OF STOPPE AVALON W
DATE OF DEATH 02-01-2008
C~~~~ ~F FILE NUMBER 21 OS-0160
JOCELYN P STOPPE QRP€~~'~~`~, vJ~1RT ACNNTY lO1BERLAND
501 RUPLEY RD CL{fi`~!`' - `''~= ~'~`~ ~~`~``~ " ~A APPEAL DATE: 04-25-2009
CAMP H I L L PA 17 011-1841 (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 ~ --------------
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STOPPE AVALON W FILE N0. 21 08-0160 ACN 101 DATE 02-24-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
cl) 148,420.00
~2) 5 , 762.70
c3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 310.216.62
c6) .00
~7) .00
c8) 464,399.32
24,955.03
C9)
cl0) 5.290.30
C11) 30.74r,.~;
ci2) 434,153.99
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •00
Net Value of Estate Subject to Tax C14) 434, 153.99
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) 434,153.99 X 045= 19,536.93
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 19,536.93
rear rvrnrrc.
PAYMENT
DATE RECEIPT
NUMBER SCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-17-2008 (0010427 .00 19,536.93
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 19,536.93
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED. j 1
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE Dl`SE~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)