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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT C SPITZER
BOX 0845
508 N 2ND ST
HARRISBURG
. __.
NOTICE OF INHERITANCE TAX pennsylvan~a ~ ~ 'r
~, ~'~~~',~ ~S LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE r~
~w'~ ~ `~~ ~ ' 1~ AND ASSESSMENT OF TAX REV-1547 EX AFP clz-o9)
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~Q~~ ~~ i !' ~~ ~~: 4 ~ DATE 09-27-2010
ESTATE OF STOCKDALE JR WENDELL B
DATE OF DEATH 10-29-2009
C~ER~ ~~~ FILE NUMBER 21~ 09-1040
QRPH_ ~~nr~S C~«~-T COUNTY CUMBERLAND
~~~.~~~:~~'~ , ~~.L, .~~,.~ ~ ACN 101
APPEAL DATE: 11-26-2010
(See reverse side under Objections
PA 17108 Amount Remitted 1
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STOCKDALE JR WENDELL BFILE N0.:21 09-1040 ACN: 101 DATE: 09-27-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) 222,480.00
c2) 1 , 848 .45
c3) .00
c4) .00
c5) 123, 164.41
c6) 1 , 835.08
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~$) 349 , 327.94
c9) 51 , 786.73
clo) 217,246.86
X11) 269, 033.59
11. Total Deductions 80,294.35
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 80,294.35
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fjaurps that include the total of ALL returns assessed to date.
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY f DFi1TTC
c15) .00 x 00 = .00
c16) 80 , 294 . 35_ x 045 = 3, 613.25
C17) .00 x 12 = .00
c18) .00 X 15 = .00
ci9)= 3, 613.25
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-16-2010 CD013065 .00 3,294.35
INTEREST IS CHARGED THROUGH 10-12-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 3,294.35
BALANCE OF TAX DUE 318.90
INTEREST AND PEN. 2.63
TOTAL DUE 321.53
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TDTAL 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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DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HA I 1 8- 1
DECEDENT'S NAME
Wendell B. Stockdale, Jr.
REVIEWED BY
Sheila Megonnell
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2109-1040
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
E 19 Per FAX dated 08/27/2010, a 1998 Toyota Forerunner in the amount of $7,086.50 was added
to the decedent's Inheritance Tax Return on Schedule "E" per the request of the
correspondent.
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