HomeMy WebLinkAbout81-00047
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
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TO:
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ESTATE
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COUNTY FILE NO:
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DATE
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FILE NO.
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COUN1Y
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DATE OF DEATH' v.,C) nV ' '''.' ' ,. / '
Appraised Value of Estate:
Real Estate
$ -------
Personal Property
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+ ...".' (, ('./
Jointly Held Property/Transfers
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Total Gross Estate
$ ,;.' ,,"/,-/.
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Total Approved Deductions
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Clear Value of Estate
$
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Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
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$ .;_<~;() //-;:J
Amount Taxable @ 6% Rate
$
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tax due
$
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Ameunt Taxeble @ '5% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
$ /j ,;..'~~()
'* '* '* ... ... ... A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
less Credits:
OA TE OF PAYMENT
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AMOUNT PAID DISCOUNT INTEREST TAX CREDIT
$ /Ll ,'; 1- + L_h- u ',"'"
. ".'J $ $ ,~ (- '.o'
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Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
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BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
Assessed by:
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5t>e Information on Rt>~crsc 51do
Commonwealth 01 Plnn.ylvanlo
t!eportment 01 Rovonue
Tren.fer InherlUlnCI Tn)!
RI.ldent Olcldonl
Rlv-464 EXt (t.aOl
INHERITANCE TAX RETURN
FOR ESTATES WITH GROSS ASSETS
UNDER $10,000.00
Estate of Rayrrond J. Stanley
Last Address 505 Ricky Road
Dete of Dealh December 24. 1980
Social Security # 560-01-7654
Mechanicsburg
(City)
PA
17055
Bureau File #
(Stata)
(ZIp)
County File # ~'? /-,?J -1-7
1. Decedent died:
tJ Intestate (without a willi
o Testate (leaving a last will - copy attached I
2.
o Executor/Executrix
o Administrator/Administratrix
Name
Address
(CItY) (State) (Zip)
3. All correspondence should be mailed to 0 Attorney o Fiduciary,
4. If an attorney is representing the estate, indicate:
Name Jon F. LaFaver
Address 317 Third Street
New Cumberland PA 17070
(CltYl (Stote) (Zip)
REAL PROPERTY _ IdcnlifV real preporlV located In Pcnnsvlvanla bv Ie' and block number. streel address and I
include a statement of mortgage encumbrances as of the date of death.
Estimated
Market Valua
OONE
Total
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I Department Valuation
(Official Use Only)
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BENEFICIARIES
BENEFICIARIES AND ADDRESSES
{State full names and addrossos 01 all who hova an intorost
either vostod. contingont or other Intorestl
RELATIONSHIP
TO DECEDENT
SURVIVED
DECEDENT
STATE YES
DR NO
AGE OF LIFE
TENANTS DR
ANNUITANTS
AT DEATH OF
DECEDENT
INTEREST OF
BENEFICIARY
IN ESTATE
Ruth L. Stanley
505 Ricky Road, Mechanicsburg, FA
S
17055
. ving Speus
Yes
Adult
Entire Estate
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INFORMATION
PLACE FOR FILING - The rei urn is to be filed in duplicate with the Register ot Wills of the county wherein the decedent resided,
TIME FOR FILING _ The return is due nine months atter the decedent's death, unless an extension for filing has been applied for and granted
by the Secretary of Revenue within the nine-month period.
FAILURE TO FILE RETURN _ Section 791 of the 1961 Statute provides that ", . ,any person who willfully fails to file a return or
other report required of him. , , shall be personally liable, ' , to a penallY of 25% of ti,e tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debts of like amount arc recoverable by law."
R.EV.457 (l.BO)
COMMONWEAL TH OF PENNSVLVANIA
IlEPAHTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
INHERITANCE TAX
APPRAISEMENT
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Eslate of
Ravmond J. Stanley
File No.
21-81-0047
County
Cumberland
Date of Death
December 24. 1980
In tha avant that aoy future Interest In this tJstote is franrforrod in posscufon or enjoyment to cotflltornl heirs of the decodent attar the expiration of any
estata for IIfo or for years, tho Commonwo31th horoby exprossly rOSllrves tho right to apprai50 IInd 855ms transfor InherItance t:lX" at tho lawful collateral rato
on any such future Interest.
PROPERTY REPORTED BY THE ESTATE
DEPARTMENT'S
APPRAISED VALUE
None
6 800.00
None
None
1. TOTAL REAL PROPERTY - SCHEDULE "A" . .
2, TOTAL PERSONAL PROPERTV - SCHEDULE "B"
3. TOTAL TRANSFERS - SCHEDULE "C" . . . .
4. TOTALJOINTL Y OWNED PROPERTY - SCHEDULE "E"
~ TOTAL REPORTED PROPERTY
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
$6,800.00
TOTAL UNREPORTED PROPERTY
None
TOTAL GROSS ASSETS
$6,800.00
LIFE ESTATE OR ANNUITY CALCULATION
I do hereby certify that the above appraisemenl is made in conformity with Pennsylvania law and has been filed lhis day
with the Register of Wills. ,
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APPRAISER
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