HomeMy WebLinkAbout06-06-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RICHARD
MCNEES
PO BOX
HBG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
' ~NpTdCEf OF,'tINHERITANCE TAX
APPRp^Z;SE~ErNT,_ I~~LOWANCE OR DISALLOWANCE
~OF`-D~dbCTI4NS AND ASSESSMENT OF TAX
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
W
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ 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 TISDALE J W FILE N0. 21 08-0015 ACN 101 DATE 06-03-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
REV-1547 EX AFP C06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ca) 1,350,827.08
28,187.34
C9)
clo) 2,469.39
C11) 30.6 6-73
clz) 1,320,170.35
Non-elected 9113 Trusts (Schedule J) C13) •00
c14) 1,320,170.35
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
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
TAY I`D CTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-28-2008 CD009475 3,022.88 57,434.79
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
W STEVENSON
ETAL
1166
cl) .00
I2) 1.175,067.62
c3) .00
I4) . 00
c5)- 175,759.46
I6)_ . 00
I7)_ . 00
2~~~ ~~~~ -~ p~ !~' ~TE 06-03-2008
ESTATE OF TISDALE J
CL~F-;~( Cl~ DATE OF DEATH 12-30-2007
~~{Pj--{,8,'~;;'~j {~;(~!,1~?~( FILE NUMBER 21 08-0015
~~`ti ' ' '~` '~''"` R~{COUNTY CUMBERLAND
ESQ ACN 101
PA 17108
I19)= 60,457.67
TOTAL TAX CREDIT 60,457.67
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
c15) • 00 X 00 _ . 00
I16) 1 , 310, 170.36 X 045 __ 58, 957.67
cln • 00 X 12 _ . 00
c1s) 10,000.00 X 15 _ 1,500.00