HomeMy WebLinkAbout07-23-10_. _,,_NOTICE OF INHERITANCE TAX pennsylvan~a ~
r_.:._ ._
BUREAU OF INDIVIDUAL TAXES APPRA'~~E~.MENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE r•
INHERITANCE TAX DIVISION ~ 0-F.~ :DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (12-D9)
PO BOX 28D601 ~ '~ `~
HARRISBURG PA 17128-0601
~~ #~ "" ~~^ ^~; ~i ~~ DATE 07-19-2010
ESTATE OF STAMBAUGH JEAN M
~~ -,-~- ~ _ DATE OF DEATH 12-19-2008
~,^-~~ i _ -;-- FILE NUMBER 21 09-0025
'~!~ ~ ~-- _ -= COUNTY CUMBERLAND
ROBERT G FREY``~' ACN 101
5 S HANOVER ST APPEAL DATE: 09-17-2010
C A R L I S L E P A 17 013 ( See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: STAMBAUGH JEAN MFILE N0.:21 09-0025 ACN: 101
-----------------
OR
DATE: 07-19-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,127.0 0 credit to your account,
0 0 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) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (8) 1 , 127.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) .0 0
12. Net Value of Tax Return C12) 1,127.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14 . Net Value of Estate Subject to Tax (14) 1 , 427 , 294.10
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 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 471 , 082.00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 956.212 _ l 0 x 045 = 43, 030.00
17. Amount of Line 14 at Sibling rate (17) .0 ~ X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 _ .0 0
19. Principal Tax Due (19 )= 43, 030.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-10-2009 CD010980 2,151.50 45,000.00
03-16-2010 REFUND .00 4,169.95-
04-14-2010 CD012618 .15- 51.00
TOTAL TAX PAYMENT 43,032.40
BALANCE OF TAX DUE 2.40CR
INTEREST AND PEN. .00
TOTAL DUE 2.40CR
* 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.