HomeMy WebLinkAbout10-02-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ti;-.-~r~,_r, .~~_.N.QTI~E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ^' j ~~ /1PPI2~A~IS~M~'NY ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - - -~OF DEDUCTI-0NS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ,„'t ', , '
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
?D~~~CT _2 ~~'!: ~O DATE 09-28-2009
ESTATE OF STEAGER HOWARD P
DATE OF DEATH 06-29-2008
~~~~t'r( ~~F FILE NUMBER 21 08-0776
ORP;~~~.I'~~~ ~`~~~P,T COUNTY CUMBERLAND
THOMAS E FLOWER C!~'~'m'"~ "' ~' '!Z ~A ACN 101
SAIDIS ETAL ~ APPEAL DATE: 11-27-2009
2109 MARKET ST (See reverse side under Objections)
CAMP HILL PA 17011 Amount Remitted r
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 STEAGER HOWARD P FILE N0. 21 08-0776 ACN 101 DATE 09-28-2009
TAX RETURN WAS: C 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. Total Deductions
12.
13.
14.
~1) .00 NOTE: To insure proper
(2) .00 credit to your account,
00 submit the upper portion
C3) . of this form with your
~4) .00 tax payment.
I5) 14 , 988.57
c6) .00
I7) .00
c8) 14,988.57
8,515.06
C9)
clo) 5,644.93
C11) 14.159.99
Net Value of Tax Return C12) 8 28'58
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
Net Value of Estate Subject to Tax (14) 828'58
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)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate C18)
19. Principal Tax Due
TAY !`D CTTTC.
.00 X 00 _ .00
828.58 X
045_ 37.29
12 _ .00
15 _ .00
c19)= 37.29
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-22-2009 CD011149 .00 37.29
09-21-2009 SBADJUST .00 .12
TOTAL TAX CREDIT 37.29
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
.00 X
.00 X
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
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.)