HomeMy WebLinkAbout10-23-09 (6)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~\ ;~.-}_al~[~~'fiL~E,.'OF' INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ':AP~~A-I~SF;~hIENT,r •ALLOWANCE OR DISALLOWANCE f
INHERITANCE TAX DIVISION ~ k ^(., Q~ ;,~~~U;CTYONS.• AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
~`~~ ~~ ~~ ~ ~~= ~~ DATE 10-20-2009
ESTATE OF HERR STEPHEN L
r~ Tnr ,F~,r- DATE OF DEATH 08-01-2008
^~*~ "~`~ •'~Y FILE NUMBER 21 08-0846
r; ~":; COUNTY CUMBERLAND
MARCI S MILLER `~'" , ACN 101
HAZEN ELDER LAW APPEAL DATE: 12-19-2009
20 0 0 L I NGL ESTOWN RD (See reverse side under Objections)
HBG PA 17110 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 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 HERR STEPHEN L FILE N0. 21 08-0846 ACN 101 DATE 10-20-2009
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) (1) 205, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 4,6 2 4.8 2 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) cs)_ 3 9,9 6 6.61
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 40,431.59
8. Total Assets C8) 290, 023.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H] 23,349.78
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 24,424 .13
11. Total Deductions C11) 47.77;.91
12. Net Value of Tax Return C12) 242,249.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 242,249.11
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, I8 and 19 will
reflect figures that include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 242,249.11 X 045 = 10,901.21
17. Amount of Line 14 at Sibling rate C17) •0 0 X 12 _ .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .0 Q
19. Principal Tax Due C19)_ 10,901.21
TAY I"OC'1'fTT@.
INTEREST IS CHARGED THROUGH 11-04-2009 TOTAL TAX CREDIT 10,526.32
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 374.89
REVERSE SIDE OF THIS FORM INTEREST AND PEN 9 60
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
PA M NT
DATE R CEIPT
NUMBER ISCOU T C+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-30-2008 CD010481 526.32 10,000.00
TOTAL DUE 384.49
C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE-,'\
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)