HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' ~'~~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES :`' `t_t AR1pRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION °~ ~ ~ pF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 r ~~ L'~:{-,; i ~J~
HARRISBURG PA 17128-0601
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STEPHEN D TII~'~E~~~~ ~.. ~A
FREY & TILEY
5 S HANOVER ST
CARLISLE PA 17013
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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STEVENS EVELYN B FILE N0. 21 08-0721 ACN 101 DATE 06-29-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(g) 29,857.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 6,971.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,5 03.00
11. Total Deductions (11) 9.474.00
12. Net Value of Tax Return (12) 20,383.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax
(14) 20,383.00
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
(15)
C16)
(1) .00
(2) 18 , 953.00
c3) .00
(4) .00
(5) 9,473.00
(6) 1,431.00
(7) .00
.00 X 00 =_
20,383.00 X
(17) • 00 x
(1a) • 00 x
045_ 917.24
12 .00
15 _ .00
(19)= 917.24
IXA VRGLi1J:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-29-2008 (0010332 45.86 1,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1547 EX AFP (01-09)
DATE 06-29-2009
ESTATE OF STEVENS EVELYN B
DATE OF DEATH 06-30-2008
FILE NUMBER 21 08-0721
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-28-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 1,045.86
BALANCE OF TAX DUE 128.62CR
INTEREST AND PEN. .00
TOTAL DUE 128.62CR
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
e RGrnun_ sFF REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.00
REV-1470 EX (8-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENTS NAME FILE NUMBER
Evelyn Stevens 2108-0721
Tracell Collins-Smith
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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