HomeMy WebLinkAbout06-06-08COMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -, --+ , ~^,gp'~D~17~U'CTIONS AND ASSESSMENT OF T'AX
PO BOX 280601 +_ ,;~ f /..
HARRISBURG PA 17128-0601 REY-1547 EX AFP C06-05)
~~ ~
'..~:, ,~_ ~. ~~ 008
DATE 06-03-2
ESTATE OF MOHLER PEARL V
~~~~ ~~~~ -~ ~~ ~2' ~ ~ DATE OF DEATH 11-13-2007
FILE NUMBER 21 07-1110
~`~~~"'„~ ~~ COUNTY CUMBERLAND
JERRY A WEIGLE ESQ~~P~~',"~~~3 1`ti
t,~~~ ACN 101
WEIGLE 8, ASSOC ~+11r r '-," ~ 4
~~ -''1 ~~~ APPEAL DATE: 08-02-2008
~ (See reverse side under Objections)
126 EAST KING ST
SHIPPENSBURG PA 17257 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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MOHLER PEARL V FILE N0. 21 07-1110 ACN 101 DATE 06-03-2008
7AX RETURN WAS: C 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)
10. Debts/Mortsage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
C1) 161,000.00 NOTE: To insure proper
C2) .00 credit to your account,
submit the upper portion
(3) .00 of this form with your
C4) .00 tax payment.
c5) 148,245.78
c6) .00
cn .00
cs) 309,245.78
52,871.47
C9)
clo) 2,246.61
cll) ~5. Li8.O8
cl2) 254, 127.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
c13) ' 00
c14) 254, 127.70
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:
00
00
. 00
15. Amount of Line 14 at Spousal rate (15) • X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 X 04 5 = .00
17. Amount of Line 14 at siblins rate X17) 178,662.66 X 12 21,439.52
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 75,465.04 X 15 = 11,319.76
19 i
i
l
P Tax Due C19)= 32,759.28
. nc
pa
r
~~ PAYM NT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-05-2008 CD0092631 1,526.32 29,000.00
04-02-2008 CD009495 / .00 2,232.96
TOTAL TAX CREDIT 32,759.28
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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" fCR), YOU MAY BE DUES,
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)