HomeMy WebLinkAbout08-31-09
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280b01
HARRISBURG PA 17.128-0601
{~RPH~AS,. ~'~ ~'~
SCUDDER G STEVENS E~~Q '..,
120 N UNIDN ST
PO BOX 1156
KENNE.TT SQUARE PA 19348
COMMONWEALTH OF PENNSYLVANIA
_.- , ~,, ,~ ,-IIERARTMENT OF REVENUE
_ ~.. ~ .
.: - ~ ' 'NONCE OF INHERITANCE TAX
° ~_APPI~A~=SEMENT, ALLOWANCE OR DISALLOWANCE
`` bF~ DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP CO1-09)
DATE 08-31-2009
ESTATE OF STEVENS JR JOHN P
DATE OF DEATH 06-16-2007
FILE NUMBER 21 07-0598
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-30-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~o~~ Luc 3 ~ ~~ ~~ a~
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION 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 STEVENS JR JOHN P FILE N0. 21 07-0598 ACN 101 DATE 08-31-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 2 , 419 ~ 630.55 credit to your account,
0 0 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) .D 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5] 14.4 5 9.8 4
6. Jointly Owned Property (Schedule F) Cb) 22, 325.12
7. Transfers (Schedule G) (7) 166,262.49
8. Total Assets fig) 2, 622, 678.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
25,157.86
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6.215..0 0
it . Total Deductions C11) 31 • 372 - 86
12. Net Value of Tax Return C12) 2, 591 , 305.14
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13) 2,0 0 0,0 0 0.0 0
14. Net Value of Estate Subject to Tax C14) 591,305.14
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fi8ures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 591,305.14 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 C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19. Principal Tax Due C19)= .0 0
TAY /~DC11TT@.
A
DATE PT
NUMBER D SCOU C+
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)