HomeMy WebLinkAbout08-06-10- -~,W~~.CE OF INHERITANCE TAX
y . APPRAIS-E-M~~1~1T, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE rAX nlvlsloN ... ~OF DEDl~TIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-Ob01
~, ~.' ~"~
~j~~1~i1 \ (•Ji
~,~,,~,• ~„'.1 i~'r
JAN L BROWN C1~16~r `~. ;'~,~`,_: .. _ ~ t
STE 12
845 SIR THOMAS CT
HBG PA 17109
pennsylvania ~ ;
DEPARTMENT OF REVENUE t
REV'-1547 EX AFP t12-09)
DATE 08-02-2010
ESTATE OF STOUFFER DONALD C
DATE OF DEATH 12-31-2009
FILE NUMBER 21 10-0013
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-Oil-2010
(See reverse side under Objections
Amount Remitted _~
MAKE CHECK PAYABLE AND REIMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
-~--) R_ ETA_ I N LOWER PO R_ TI ON_ FOR YOUR
H I S L I NE
CUT ALONG T RECO_ RDS F--
~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
_
_
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: STOUFFER DONALD (FILE N0.:21 10-0013 ACN: 101 DATE: 08-02-2010
TAX RETURN WAS: t X) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) tl) 280, 100 .00 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest tSchedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) t4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3 0,6 38.b 7
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) _ 310 , 738.67
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) t9)„ 51,12 5.6 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) t10) 1,7 6 8.4 3
11. Total Deductions tll) _ 52,894.05
12. Net Value of Tax Return t12) - 257,844.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) _ .0 0
14. Net Value of Estate Subject to Tax t14) _ 257,844.62
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 t15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate t16) ?~7 , 844.6? x 045 = 11 , 603.01
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate t18) .0 0 X 15 = .0 0
19. Principal Tax Due t19)= 11,603.01
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID t-)
AMOUNT PAID
05-17-2010 CD012756 .00 11,603.01
TOTAL TAX PAYMENT 11,603.01
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. .`~