HomeMy WebLinkAbout08-12-08COMMONWEALTH OF PENNSYLVANIA
pEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA i 7 ~ 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
JOHSON DUFFIE STEWART WEIDNER
301 MARKET STREET
PO BOX 109
LEMOYNE, PA 17043-4540
fold
ESTATE INFORMATION: ssly: t 87-t s-59t 4
FILE NUMBER: 2108-0306
DECEDENT NAME: MORN EDITH 1
DATE OF PAYMENT: 08/ 13/2008
POSTMARK DATE: 08/12/2008
couNTY: CUMBERLAND
DATE OF DEATH: 02/ 1 6/2008
REV-1161 EX111-96)
NO. CD 010129
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 538.77
TOTAL AMOUNT PAID:
REMARKS:
INITIALS: CJ
SEAL
538.77
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BDX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
~` APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
,_ „ ~ „_, i .9F DEDUCTIONS AND ASSESSMENT OF TAX
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RICHARD W STEWART
JOHNSON DUFFIE
PO BOX 109
LEMOYNE
PA 17043
REY-1547 EX AFP C06-BS)
DATE 08-11-2008
ESTATE OF MOHN EDITH I
DATE OF DEATH 02-16-2008
FILE NUMBER 21 08-0306
COUNTY CUMBERLAND
ACN 1D1
APPEAL DATE: 10-10-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~- R_ETA_IN LOWER PORTION FOR YOUR RECORDS F~ _ _____ ________
REY-1547 EX-AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR '-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE DF MOHN EDITH I FILE N0. 21 D8-0306 ACN 101 DATE 08-11-2D08
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 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 El (5) 18,253.4 5
6. Jointly owned Property (Schedule F) (6) 3,446.65
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 21 , 700.10
APPROVED DEDUCTIONS AND EXEMPTIONS:
873.00
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 19 .99
11. Total Deductions (11) 89?.99
12. Net Value of Tax Return C12) 20,807.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 20,$07.11
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 assess ed 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) 20,807.11 X 045 = 936.32
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (lg). 936.32
1
DATE AMOUNT PALO
NUMBER INTEREST/PEN PAID C-)
~05-D9-2008 CD009708 44.88 852.67
PAYMENT MUST BE MADE BY 11-16-2008*.
TOTAL TAX CREDIT 897.55
BALANCE OF TAX DUE 38.77
INTEREST AND PEN. ,OD
TOTAL DUE 38.77
* 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" CCR), YOU MAY BE: DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS'.)
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