HomeMy WebLinkAbout10-01-10NOTI~~ OF INHERITANCE TAX
~`'~~`1~"i~pl~d#s~i,~N~` ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~" ,~~~-
INHERITANCE TAX DIVISION ~ 0~ ,DEL~UC'TYONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
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REV-1547 EX AFP C12-09)
DATE 09-27-2010
ESTATE OF STAMBAUGH DOROTHY L
DATE OF DEATH 07-15-2009
FILE NUMBER 21 09-0831
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-26-2010
(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
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APP ---------------------
RAISEMENT, ALLOWANCE ------
OR -----------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: STAMBAUGH DOROTHY LFILE N0.:21 09-0831 ACN: 101 DATE: 09-27-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •~ ~ NOTE• T o ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) t3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,6 51.8 7
6. Jointly Owned Property (Schedule F) (6) 2 36.74
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 6 , 888.61
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 1,58 7.34
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) 1,587.34
12. Net Value of Tax Return (12) 5, 301.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 2 6 5.0 6
14. Net Value of Estate Subject to Tax (14) 5, 036.21
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
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
TAX CREDITS:
c15) .00 x 00 = .00
c16) 5.036. 7 x 045 = 226.63
c17) . oo x 12 = . 00
cls) .00 x 15 = .00
c19)= 226.63
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-29-2010 CD013113 .00 226.63
09-20-2010 SBADJUST .00 2,62
TOTAL TAX PAYMENT 226.63
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.