HomeMy WebLinkAbout02-22-08
02-18-2008
STANSFIELD
12-13-2006
21 06-1125
CUMBERLAND
101
APPEAL DATE: 04-18-2008
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
f';
r' ,on "')2
( cr) ::..
II: ! J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
r)i ;'
GREGORY K RICHARDS ~~Q
JAMES ETAL
134 SIPE AVE
HUMMELSTOWN PA 17036
REV-1547 EX AFP (06-05)
CHARLES
I
PAYMENT TO:
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 STANSFIELD CHARLES FILE NO. 21 06-1125 ACN 101 DATE 02-18-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED
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. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(9)
(0)
Ii.
12.
13.
14.
Total Deductions
Net Value of Tax Return
) CHANGED
.00
12,898.93
.00
.00
310,761.44
8,800.79
1,559,619.69
(8)
29,273.20
50,252.87
(1)
(2)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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 CR ITS:
PA MENT
DATE
08-29-2007
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,892,080.85
(3)
(4)
79.1i:?6_D7
1,812,554.78
.00
1,812,554.78
OS) .00 X 00 .00
(6) 1,792,554.78 X 045 = 80,664.97
(7) .00 X 12 .00
(8) 20,000.00 X 15 3,000.00
(9) = 83,664.97
AMOUNT PAID
83,664.97
RECEIPT
NUMBER
CD008611
DISCOUNT (+)
INTEREST/PEN PAID (-)
. DO
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
83,664.97
.00
. DO
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. l.~ /
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)