HomeMy WebLinkAbout08-21-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PD BOX 280601 ! OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 -' - - ~'~ --
ALVIN STOCKSLAGER ('? if. ,~ i~;
J ~.:
1911 DARTMOUTH ST
CAMP HILL PA 17011-3832
REV-1547 EX AFP CO1-09)
DATE 08-17-2009
ESTATE OF STOCKSLAGER ALVAH L
DATE OF DEATH 05-20-2008
FILE NUMBER 21 08-1034
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-16-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~•
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EV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STOCKSLAGER ALVAH L FILE N0. 21 08-1034 ACN 101 neTF os-17-~nna
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To i
2.
Stocks and Bonds (Schedule B)
(2)
.00 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
C5) .
_ 5 9.186.90 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 59, 186.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 11,936.85
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
(11) 1 1 .9;6. S~+
12. Net Value of Tax Return (12) 47,250.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (S chedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 47,250.05
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 ret urns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 47, 250.05 X 045 = 2, 126.25
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due (19)= 2, 126.25
TAX CRE DITS:
"" ~ UISGUUNI C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-19-2009 (0011013 .00 2,126.25
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-20-2009 TOTAL TAX CREDIT 2,126.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. 7,86
TOTAL DUE 7.86
^ 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) '"''~ \~\