HomeMy WebLinkAbout04-18-08
04-21-2008
STEPHENSON
06-16-2007
21 07-0677
CUMBERLAND
101
APPEAL DATE: 06-20-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r.-'.-,,....,,f'\n:-..r.f'; f\_--r-",l""'" r'.r-
! '[\ji!~i:llt1j.Q.9;'piC~~ERITANCE TAX
AP~'~fI$:E!1!1!:tlT' .l\l~q*,NCE OR DI SALLOWANCE
dj;.-1le'Dl:H!:tM>NS' 'lAND.: ASSESSMENT OF TAX
JAMES D FLOWER JR
SAIDIS ETAL
26 W HIGH ST
CARLISLE
2008 APR I 8 PM 12: ~ TE
ESTATE OF
CLERK OF DATE OF DEATH
ORPHAN'S COURT FILE NUMBER
cu~:'r;T' " f I" (':: PA COUNTY
ACN
PA 17013
REV-1547 EX AFP (06-05)
CHRISTIE
S
TO:
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STEPHENSON CHRISTIE S FILE NO. 21 07-0677 ACN 101 DATE 04-21-2008
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 (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
09-04-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
.00
708,162.27
.00
.00
9.285.69
.00
.00
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(9)
(10)
10,032.84
5.635.65
(11)
(12)
(13)
(14)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
(15)
(16)
(17)
.00 X
701,779.47 X
.00 X
.00 X
RECEIPT
NUMBER
CD008633
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,579.00
AMOUNT PAID
33,500.00
(8)
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
71 7 , 447.96
]1;.668 49
701,779.47
.00
701,779.47
.00
31,580.07
.00
.00
31,580.07
TOTAL TAX CREDIT 35,079.00
BALANCE OF TAX DUE 3,498.93CR
INTEREST AND PEN. .00
TOTAL DUE 3,498.93CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.