HomeMy WebLinkAbout08-14-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ ---- ~ ~lOyiCE-~.~F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~. APPRAISEMENT,-~ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~pF, DE.DU~rtIONS AND ASSESSMENT OF TAX
PO BOX 280601 _!• j` _
HARRISBURG PA 17128-0601 ~ ~~ REV-1547 EX AFP CO1-09)
~9 ~~~ ~ ~ ~ l ~~~ ~ ~ DATE 08-10-2009
ESTATE OF STIER CATHERINE E
DATE OF DEATH 06-24-2008
~~-~~~~ ~C FILE NUMBER 21 08-0753
QRPH~~~S C~~~~T COUNTY CUMBERLAND
DAVID W REAGER ~~~~~~ .~'',~~~ry r•n„ P~. ACN 101
REAGER K ADLER APPEAL DATE: 10-09-2009
2 3 31 MARKET S T (See reverse side under Objections
CAMP HILL PA 17011 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-~ _ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STIER CATHERINE E FILE N0. 21 08-0753 ACN 101 DATE 08-10-2009
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) (1) 225,506.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 394 , 658.66
6. Jointly Owned Property (Schedule F) (6) 8, 129.42
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (g) 628,294.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule 7,265.00
H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 19,9 3 5.10
11. Total Deductions
C11)
77 . OD . 1 0
12. Net Value of Tax Return C12) 601,093.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 601,093.98
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) .0 0 X 0 0 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 601, 093.98 X 045 = 27, 049.23
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 _ .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 _ .0 0
19. Principal Tax Due (19)= 27, 049.23
Tex rornTr~.
... +.
PA N
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-04-2008 CD010226 1,315.79 25,000.00
03-19-2009 CD011014 .00 733.48
TOTAL TAX CREDIT 27,049.27
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. .00
TOTAL DUE .04CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C 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 Dljl
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)`