HomeMy WebLinkAbout08-21-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
_., ., ,, ,NO,TIGE OF INHERITANCE TAX
APPRAISEM'ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
ELYSE E ROGERS
KEEPER ETAL
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635 N 12TH ST STE 400
LEMOYNE PA 17043
DATE 08-10-2009
ESTATE OF STANSFIELD EDWARD E
DATE OF DEATH 03-16-2008
FILE NUMBER 21 08-0326
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-09-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- --• RETAIN LOWER PORTION FOR YOUR RECORDS ~- _
-------------------- -------------------------------------
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STANSFIELD EDWARD E FILE N0. 21 08-0326 ACN 101 DATE 08-10-2009
TAX RETURN WAS: (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) ~q) 94,022.13
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6.6 1 .06
11. Total Deductions
(11) 100.673-19
12. Net Value of Tax Return 2, 715
963
72
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C12)
(13) ,
.
2,04 3,212.68
14. Net Value of Estate Subject to Tax 672
751
0
I14) ,
.
4
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16
17 18
d 19
reflect figures that include the total of
ALL ,
,
an
will
returns assessed to date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) 367,321.82 00 00
16 X
_ .
. Amount of Line 14 taxable at Lineal/Class A rate (16) 305,429.22 X 045 = 13,744.31
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .
.00
19. Principal Tax Due
TAX CREDITS: C19)= 13, 744.31
' LISGUUNI C+)
DATE NUMBER INTEREST/PEN PAID (-7
06-11-2008 CD009874 687.22
AMOUNT PAID
90,000.00
TOTAL TAX CREDIT 90,687.22
BALANCE OF TAX DUE 76,942.91CR
INTEREST AND PEN. .00
TOTAL DUE 76,942.91CR~
C1) .00 NOTE: To insure proper
c2)_ 1 , 974 , 145.97 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 150 , 765.99
c6) .00
cn 691,724.95
cB) 2,816,636.91
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE^ ,n
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) `~I'~