HomeMy WebLinkAbout03-24-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUR~AU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PU BOX 280601
HARRISBURb PA 17128-0601
REV-1547 EX AFP (06-05)
DATE 03-24-2008
ESTATE OF MONTGOMERY GRACE M
DATE OF DEATH 11-21-2007
FILE NUMBER 21 07 -1172
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-23-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
--------------------------------------------------------------------------.-----------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE lOR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MONTGOMERY GRACE M FILE NO. 21 07-1172 ACN 101 DATE 03-24-2008
SHARON STOLL
702 CARRIAGE LN
MECHANICSBURG PA 17050
TAX RETURN WAS: ( ) 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)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
II.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
x} CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(n
.00
.00
.00
.00
996.00
23,799.99
12,000.00
(8)
(9)
nO)
11,354.03
619.03
(1)
02}
(3)
(4)
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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
NOTE:
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 CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
12-28-2007 CD009124 50.22
PAYMENT MUST BE MADE BY 08-21-2008*.
OS)
(6)
(7)
(8)
.00 X
24,822.93 X
.00 X
.00 X
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
36,795.99
]1.973.06
24,822.93
.00
24,822.93
00
045 =
12
15
.00
1,117.03
.00
.00
1,117.03
AMOUNT PAID
954.13
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(9)=
1,004.35
112.68
.00
112.68
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. " I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUEl\
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~-
ROW
Page
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
Grace M. Montgomery
FILE NUMBER
Sheila Megonnell
ACN
2107 -1172
101
REVIEWED BY
ITEM
SCHEDULE NO.
H B-3
EXPLANATION OF CHANGES
Reduced to $996.00. Family exemption can only be claimed against assets subject to will
or intestacy.