HomeMy WebLinkAbout12-29-09NOTICE~OF INHERITANCE TAX
.~. ;AP~R~T;~~~~tF~J~.ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES f, ,
INHERITANCE TAX DIVISION ,. bF~EDUCTIQNS AND ASSESSMENT OF TAX
PO BOX 280601 ~a` ~ ~~`; ~ ~_i , '~.+• " ' ""
HARRISBURG PA 17128-0601
RICK L STUMBAUGH
1520 SHEEPFORD RD
MECHANICSBURG PA
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CLERK ~; ~ ,
ORPH.~S~; ` ~~, ART
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17055
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-091
DATE 12-21-2009
ESTATE OF STUMBAUGH JOANNE L
DATE OF DEATH 10-09-2007
FILE NUMBER 21 09-0417
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-19-2010
(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 ~--~
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STUMBAUGH JOANNE LFILE N0.:21 09-0417 ACN: 101 DATE: 12-21-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,QQ credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 7,108.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (8) 7.108.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 1.60 0.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 1,600.00
12. Net Value of Tax Return C12) 5,508.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 5,508.00
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:
C15) . DO X
C16) 5.508.00 X
cln . oo x
cle) • 00 x
00 = .00
045 = 247.86
12 = .00
15 = .00
c19)= 247.86
PAYMENT RECEIPT DISCDUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-01-2009 CD011387 13.49- 323.42
TOTAL TAX PAYMENT 309.93
BALANCE OF TAX DUE _ 62.07CR
INTEREST AND PEN. .00
TOTAL DUE 62.07CR
~ IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~j
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. `~\