HomeMy WebLinkAbout07-24-09 (2) COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-,- ., ,..
',KOZICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '_ APPRAI;SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 -~ IIF DEDUCTIONS AND ASSESSMENT OF TAX '
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HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
r
~~;~ ,.__~~~_ L~~ ~~'i +' ~ DATE 07-20-2009
ESTATE OF STONER JOANNE M
"'-~"-' !`•'= DATE OF DEATH 11-13-2008
- .
r-- "~ +" ~ '- FILE NUMBER 21 08-1150
('..._.
ri • ^' ~,~~ COUNTY CUMBERLAND
DALE F SHUGHART JR•- - ~ ACN 101
LO W HIGH ST APPEAL DATE: 09-18-2009
CARL I SL E PA 17013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -- -- ---) R_ETA_IN LOWER POR_TION
FOR YOUR RECORDS ~-
REV-1547 EX AFP CO1-09 _
_ _______________
~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STONER JOANNE M FILE N0. 21 08-1150 ACN 101 DATE 07-20-2009
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)
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. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
(1) 86,500.00 NOTE: To insure proper
[2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
c4) .00 tax payment.
c5)_ 10,818.90
c6) .00
cn 7,427.00
cs) 104,745.90
32,935.61
C9)
Ilo) 66,086.06
(11) 99.071 .67
c12) 5, 724 .23
Non-elected 9113 Trusts (Schedule J) (13) .00
c14) 5,724.23
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
TAY 1"D CTTTC.
c15) .00 X 00 _ .00
I16) 5, 724.23 X 045 = 257.59
cln .00 X 12 _ .00
c19) .00 X 15 _ .00
c19)= 257.59
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-27-2009 CD010954 .00 257.59
TOTAL TAX CREDIT 257.59
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~.~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~77VV