HomeMy WebLinkAbout01-08-10NO'pT~I}CE~iO,F INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES '~-~1P,f!,1~,~~~3.P~F!'~(1,~ i'~L.LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ .,Q~ ~~E~3UCT•IOfIS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ~;-~~ ~ } `~ ~ ~ , , , _.
HARRISBURG PA 17128-0601 `'
~O,O JA~ _8 P~ '; ~ 5 DATE 12-28-2009
ESTATE OF LANDIS J STANLEY
DATE OF DEATH 09-29-2008
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~~~~'~~~~ `'~~~~~~ FILE NUMBER 21 08-1028
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HAMILTON C DAVIS ft ''^ r `
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ZULLINGER DAVIS APPEAL DATE: 0'2-26-2010
2 0 E B U R D S T S T E 6 (See reverse side under Objections )
SHIPPENSBURG PA 17257 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 !-*~
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWAINCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TALC
ESTATE OF: LANDIS J STANLEY FILE N0 .:21 08-1028 ACN: 10;1 DATE: 12-28-2009
TAX RETURN WAS: C X) ACCEPTE D AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •0® NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,OQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •Om submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •Q~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 17,053.67
6. Jointly Owned Property (Schedule F) (6). .OCI
7. Transfers (Schedule G) (7) 317, 909.9
8. Total Assets ce) 334 , 963.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 1 ,F:77.7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10] 53.50
11. Total Deductions (11) 12,625.65
12. Net Value of Tax Return (12) 322,337.92
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 322,337.92
NOTE: If an assessment was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 X QO = .00
(16) 399.387.9 x Q45 = 14,505.21
C17) .00 X 12 = .00
(iB) .00 x 15 = .00
(19)= 14,505.21
r-~rncn~ KCGtIYI DISCOUNT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-26-2009 CD011412 .00 14,505.21
TOTAL TAX PAYMENt 14,505.21
BALANCE OF TAX DICE .00
INTEREST AND PEN.. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.