HomeMy WebLinkAbout01-08-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ORPHA~'~ ~ CiURT
JAMES D BOGAR ~~~~gE''~~`__` ~``'~-} ~'`-~ ' P~'
BOGAR & HIPP LAW OFCS
1 W MAIN ST
SHIREMANSTOWN PA 17011
NOT ~ f7,~ INHERITANCE TAX
AP'PRI~!$~1'~~` '.r~/~~LOWANCE OR DISALLOWANCE
•Ofi D ~pUGT~x'bN~ AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 12-28-2009
ESTATE OF STAHLE MARJORIE A
DATE OF DEATH 03-02-2009
FILE NUMBER 21 09-0332
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-26-2010
(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
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CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR
-------------------------------------------------- YOUR RECORDS ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPR
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AISEM
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ENT, ALLOWANCE _
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: STAHLE MARJORIE AFILE N0.:21 09-0332 ACN: 101 DATE: 12-28-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 379.73
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 61,61 7.53
6. Jointly Owned Property (Schedule F) (6) 6, 988.04
7. Transfers (Schedule G) C7) 379, 099.75
e. Total Assets (8) 448, 085.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 9.75 7.58
10. Debts/Mortgage Liabilities/Liens (Schedule I] (LO) 37.00
11. Total Deductions C11) 9,794.58
12. Net Value of Tax Return C12) 438,290.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 438,290.47
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 d ate.
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) 438. 90.47 x 045 ~ 19,723.07
17. Amount of Line 14 at Sibling rate (17) .OD X 12 ~ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 19,723.07
TAX CREDITS:
r,.,ncn~ rtc~ciri lliSCUUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-22-2009 (0011274 631.58 12,000.00
05-22-2009 (0011275 351.67 6,681.75
07-09-2009 (0011465 .00 58.07
TOTAL TAX PAYMENT 19,723.07
BALANCE OF TAX DUE .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 DUE /~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~.\~~A~`/