HomeMy WebLinkAbout10-16-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~- y ,t~r~r-t1 ~^* ;`,~~ ~~'N~Q:TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -~'~~~!; ',.'k~pRAISEM-ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION .,
PO BOX 280601 ~j '< 'OF~`DETrUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ' -t-^`- ~ ~ ~ ~ 'u'~ ; r _ d_.:
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DAVID H STONE ESQ~~j~ ~ ~ ~~'' ~ , I~~~
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND PA 17070
REV-1547 EX AFP CO1-04)
DATE 10-12-2009
ESTATE OF ENGLE DANIEL B
DATE OF DEATH 09-15-2006
FILE NUMBER 21 06-0830
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-11-2009
(See reverse side under Objections)
Amount Remitted r
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ --~ R_ETAIN LOWER POR_TION_ FOR YOUR RECORDS E-- _
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ENGLE DANIEL B FILE N0. 21 06-0830 ACN 101
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OR
DATE ______ ____
-
-
10-12-2009
TAX RETURN WAS: C 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) C1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of thi s form with your
4. Mortgages/Notes Receivable (Schedule D] (4) .0 0 tax pa yment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6,8 9 3.5 5
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets Cg) 6,893.55
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,068.09
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11 . Total Deductions C11) 1 ? .068.[19
12. Net Value of Tax Return C12) 5,174.54-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 5,174.54-
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) •0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
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) •0 0 X 1 5 .0 0
19. Principal Tax Due c19)= .0 0
TAY ~`DCTITTC.
PA M N
DATE R CEIP
NUMBER D SC UNT (+
INTEREST/PEN PAID C-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~,~///JJJ
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUEC~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)