HomeMy WebLinkAbout07-29-11~j.r~ ,,.. NOTICE OF INHERITANCE TAX
BUREAU DF INDIVIDUAL TAxES ~A'PARIk~$~'M~~fT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~^;!`; D F L J
Po Box zao6ol _ DEDht'CTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
~ `i ~A
CLERK OF
~RPHAhd'S COURT
KENNETH R STOE~~~~~~~'~1v~ ~~" P~.
118 SHETLAND DR
HUMMELSTOWN PA 17036-9237
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 07-18-2011
ESTATE OF STOESSEL ELIZABETH B
DATE DF DEATH 02-28-2011
FILE NUMBER 21 11-0311
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2011
(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
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: STOESSEL ELIZABETH BFILE N0.:21 11-0311 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NDTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 264.02
6. Jointly Owned Property (Schedule F) (6) 3, 193.23
7. Transfers (Schedule G) (7) 269,202.53
8. Total Assets cs) 272.659.78
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 8.173.46
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,874.13
11. Total Deductions C11) 13, 047.59
12. Net Value of Tax Return C12) 259,612.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 500.00
14. Net Value of Estate Subject to Tax (14) 259, 112.19
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) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 7S9 . l 1 ? . ?0 X 045 = 11 , 660.05
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 11,660.05
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-11-2011 CD014460 583.00 11,077.06
TOTAL TAX PAYMENT 11,660.06
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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 FDR INSTRUCTIONS. n
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