HomeMy WebLinkAbout12-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
rr,,,,",,",,:~T~,p~:r9F lti:HERITANCE TAX
R~l:>p~tlOtMelit~- i\AtL~ANCE OR DISALLOWANCE
C)~ICO:E.I!1;JqnO('l~ ~j;J;D ASSESSMENT OF TAX
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REV-1547 EX AFP (06-05)
EDWARD P SEEBER ESQ
5020 RITTER ROAD
SUITE 404
MECHANICSBURG
CLERr{ C)F
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p/\'
PNlI2' 3:pATE
t-I . ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-26-2007
MOWERY
03-03-2005
21 05-0232
CUMBERLAND
101
APPEAL DATE: 01-25-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
RICHARD
S
ZOO, DEe -5
PA 17055
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MOWERY RICHARD S FILE NO. 21 05-0232 ACN 101 DATE 11-26-2007
TAX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (I)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
S. Total Assets
NO. 01
.00
.00
.00
9,825.06
.00
.00
.00
(S)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
9,825.06
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
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
30.00
.00
ell )
(12)
(13)
(14)
30.00
9,795.06
.00
30,479.33
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
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PA MENT
DATE
NOTE:
(19)=
.00
.00
.00
.00
.00
(15)
(16)
(17)
(1S)
30,479.33 X
.00 X
.00 X
.00 X
00
045 =
12
15
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)