HomeMy WebLinkAbout05-29-07
DATE 05-21-2007
ESTATE OF RICHARDSON JACK W
DATE OF DEATH 07-07-2005
FILE NUMBER 21 05-0838
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-20-2007
( See reverse side "nder Objections)
A.ount Re.1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RICHARDSON JACK W FILE NO. 21 05-0838 ACN 101 DATE 05-21-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOntE OF INHERITANCE TAX
APPRAtSE"ENTX ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
r;'Y29 PH 1:04
DONNA M MULLIN ESQ
JAMES ETAL
134 SIPE AVE
HUMMELSTOWN PA 17036
*
REV-1547 EX AFP (06-05)
T AX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ 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
(
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. "ortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
.00
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
ll. 065.36
.00
796.169.17
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/"isc. Expenses (Schedule H)
10. Debts/"ortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
14,967.00
6.133.60
(11)
Cl2)
Cl3)
Cl4)
NOTE:
Cl5)
(16)
Cl7)
(18)
.00
786,133.93
.00
.00
X 00
X 045 =
X 12 =
X 15 =
+
INTEREST/PEN PAID (-)
.00
A"OUNT PAID
35,376.03
DATE
03-10-2007
NU"BER
CD007888
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-11-2007 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
807,234.53
?1.1nn.~o
786,133.93
.00
786,133.93
Cl9)=
.00
35,376.03
.00
.00
35,376.03
35,376.03
.00
2,354.88
2,354.88.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY B UE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)