HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'r ~~•• _ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDU7~y •1~~~~Rr~ ~ •~• t. , APPRAISEMENT, ALLOWANCE OR DISALLDWANCE
INHERITANCE TAX DIVISION, „~ ~,. OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~ .~, ~ ~ i ~ • ;~,
HARRISBURG PA 17128-0601 REY-1547 EX AFP (D6-D5)
Z~~~ ~~Y _g ~~ ~~ ~ Z3 DATE 05-05-2008
ESTATE OF GRUSCHOW RUTH B
DATE OF DEATH 05-25-2007
~~C~~ r~ FILE NUMBER 21 07-0786
ORPHA~'~ CURT COUNTY CUMBERLAND
JOHN C (~~~!lSTOW~{~ ~`~`~` , PA ACN 101
J C OSZUSTOWICZ LW OFC APPEAL DATE: 07-04-2008
104 S HANOVE R ST (See reverse side under Objections)
CARLISLE PA 17013 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 ~
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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 GRUSCHOW RUTH B FILE N0. 21 07-0786 ACN 101 DATE 05-05-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 134,200.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 32,317.09 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,361.99
6. Jointly Owned Property (Schedule F) (6) 32,969.44
7. Transfers (Schedule G) (7) 66, 000.00
e. Total Assets (e) 269,848.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
15,839.84
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7.041.06
11. Total Deductions (11) 22.880.90
12. Net Value of Tax Return (12) 246,967.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 246,967.62
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 C15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 246,967.62 X 045= 11,113.54
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 (19). 11,113.54
TAY f QCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-22-2007 CD008574 368.42 7,000.00
02-20-2008 CD009323 .00 3,745.13
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 11,113.55
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
C IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED. ~~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~ ~,
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) - U