HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES }pFER~~f~ N"F~r~jALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 "' :d;~ .~E'LUC7~b,N~S~ AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~ :;~~J, +,~. REV-1547 EX AFP (06-05)
ATE 06-03-2008
~~0~ ~~~ _6 Pi'~ !Z• ~ STATE OF MORAN MARY G
DATE OF DEATH 11-11-2007
C~.~~~ (~~= FILE NUMBER 21 07-1072
P,~
pcP~-It~ ~ .~
~ ~'~ )~T COUNTY CUMBERLAND
DAVID J LENOX ~~_~..-
GUi"'
~ ~ ~~, p,
~ ~~~ ACN 101
WILEY GROUP - APPEAL DATE: 08-02-2008
13 O W C H U R C H S T (See reverse side under Objections )
DILLSBURG PA 17019 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 MORAN MARY G FILE N0. 21 07-1072 ACN 101 DATE 06-03-2008
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)
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
C1) 189,000.00 NOTE: To insure proper
(2) 347,449.44 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 33,661.48
c6) 1 , 931.94
t7) 321, 180.98
ca) 893,223.84
23,872.57
C9)
clo) 2.211.24
(11) 96.083.81
clz) 867, 140.03
Non-elected 9113 Trusts (Schedule J) (13) .00
c14) 867, 140.03
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 !`DCPTTC.
I15) .00 X 00 _ .00
c16) 867,140.03 X 045= 39,021.30
c17) .00 X 12 _ .00
c1B) .00 X 15 _ .00
c19)= 39, 021.30
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-08-2008 (0009279 1,842.11 35,000.00
04-01-2008 (0009494 .00 2,179.19
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 39,021.30
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)