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HomeMy WebLinkAbout12-18-09NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES AP~y~ilk ~~'l~~ifi (t~A.(.LOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION ~'_ :dP'~EDtiC~~~i$ AND ASSESSMENT OF TAX PO BOX 280601 -~ ~~ ` ~" HARRISBURG PA 17128-0601 "'`' `' ~ v~ s4~ _~ 2009 DEC 18 A1~111= 32 C~.~~~ ~~ a~Qt--~~s ~~u~~ JOSEPH J DIXON ESQ CU~1~'~'~~'~~~D ~'1„ PA, 126 STATE STREET HARRISBURG PA 17101 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP QO-09) DATE 12-14-2009 ESTATE OF STROM NEIL L DATE OF DEATH 03-26-2009 FILE NUMBER 21 09-0324 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 02-12-2010 (See reverse side under Objections) Amount Reaitted 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 t--~ -------------------------------------------------------------------------- REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: STROM NEIL LFILE N0.:21 09-0324 ACN: 101 ----------------- OR DATE: 12-14-2009 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Raal Estate (Schedule A) C1) 63,720.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) ~2) .OQ credit to your account, DO submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 134,379.00 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) C7) .0 0 8. Total Assets C8) 198.099.00 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 26.227.40 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.376.81 11. Total Deductions C11) 30,604.21 12. Net Value of Tax Return C12) 167,494.79 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .00 14. Net Value of Estate Subject to Tax C14) 167,494.79 NOTE: If an assess~ent 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 (16) 16 7.494.79 X (17) .00 X c1B) • 00 x 00 = .00 D45 = 7,537.26 12 = .00 15 = .00 c19)= 7,537.26 AMOUNT PAID P DATE T I RNUMBER I INTEREST/PENT PAID C-) nc_~~_~nno rnn)i4nn z~c ac ~_icn ~n TOTAL TAX PAYMENT 7,537.26 BALANCE OF TAX DUET .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. <-~©~,~~`f~