HomeMy WebLinkAbout05-04-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
SCOTT W MORRISON
6 W MIAN ST
PO BOX 232
NEW BLOOMFIELD
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`-' ~' f!"-- ` NOTICE- OF INHERITANCE TAX
APP,RAISEMENT, ALLOWANCE OR DISALLOWANCE
_.,' `OFi.:,TaE~UCTIONS AND ASSESSMENT OF TAX
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PA 17068
REV-1547 EX AFP (01-09)
DATE 04-27-2009
ESTATE OF STOKE DANIEL B
DATE OF DEATH 10-29-2007
FILE NUMBER 21 07-1014
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-26-2009
(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 (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STOKE DANIEL B FILE N0. 21 07-1014 ACN 101 DATE 04-27-2009
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) 65,000.00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) .00
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. Total Deductions
12. Net Value of Tax Return
(3) 00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 16.015.44
c6) .00
r;7) .00
c8) 81 , 015.44
4,021.56
C9)
clo) 20,992.13
C11) 25.013.69
c12) 56,001.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 56, 001 .75
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 C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate X17) 56, 001..75 X 12 = 6, 720.21
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due c19)= 6,720.21
TAY rR Ri1TTS.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
11-26-2008 (0010571 .00 6,720.21
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-27-2008 TOTAL TAX CREDIT 6,720.21
BALANCE OF TAX DUE .00
INTEREST ANA PEN. 154.83
TOTAL DUE 154.83
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 8~1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)