HomeMy WebLinkAbout03-26-10' NOTICE- (3F INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL razes APPRAISEMENy', kLLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DF"DEDUCtIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP (12-09)
HARRISBURG PA 17128-0601
ROBERT G FREY
FREY ~ TILEY
5 S HANOVER ST
CARLISLE
~~~~~~~s1 L~ ~~~„~~ 42
DATE 03-15-2010
~-,~F ,~ ESTATE OF STAMBAUGH JEAN M
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~ ~~ ~
~~~~
~ DATE OF DEATH 1.2-19-2008
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~~
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~ FILE NUMBER e.'1 09-0025
~~`~ COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-14-2010
(See reverse .side under Objections )
PA 17013
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE P.A 17013
CUT ALONG THIS LINE -! RETAIN LOWER PORTION FOR YOUR RECO_iRDS E- _
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
--------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF: STAMBAUGH JEAN MFILE N0.:21 09-0025 AI:N: 101 DATE: 03-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) X00 NOTE: To ensure proper
(2) 992,275.10 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this Form with your
c4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly owed Property (Schedule F) C6) 4 71,08 2.00
7. Transfers (Schedule G) (7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 1.463.357 10
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) y 7,190.00
10. Debts/Mortgage Liabilities/Liens (Schedule I)
clo) .00
11. Total Deductions
12• Net Value of Tax Return (11) 37, 190.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tr
t (13) 1,426,16 7.10
14. Net Value of Estate Subject to Tax us
s (Schedule J) .00
NOTE:
If c14) _ 1,426,167.10
an assessment was issued previously, lines 14, 15 and/or 16
17 18
reflect figures that
include the total
of ALL ,
,
returns and 19 will
ASSESSMENT OF TAX: assesse d to d ate.
15. Amount of Line 14 at Spousal rate C15) 471,082.00 =
00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) X
9~
~ .00
17. Amount of Line 14 at Sibling rate i
,08
1~ X 045 = 42, 979.00
18. Amount of Line 14 t
b
axa
le at Collateral/Class B ra te C18) .00 15 -
19. Principal Tax Due X - .00
TAX CREDITS: C19)= 42,979.00
PAYMENT orrrror __
DATE NUMBER INTEREST/PEN PAID C )
10 2009 CD010980 2,148.95
AMOUNT PAID
5,000.0
TOTAL TAX PAYMENT 47,148.95
BALANCE OF 'fAX DUE 4,169.95CR
INTEREST AND PEN. .DO
TOTAL DUE 4,169.95CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF' THIS FORM FOR INSTRUCTIONS.
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