HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
.. DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENt ~ALLOWdNCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF; DEDUCTIONS AND.ASSESSMENT OF TAX
PO BOX 280601 `- -~ REV-1547 EX AFP (06-05)
HARRISBURG PA 17128-0601
r, r; r 1`.-~ ~ -- ,DATE 08-11-2008
~~~ ~~`~`~ E ~ {•~i`9 ~ ~ i~3~TATE OF MOHN EDITH I
DATE OF DEATH 02-16-2008
~~-E~`<<' ~~%~' FILE NUMBER 21 08-0306
~R~'~,~.^~'~~`~ C JJ~iT COUNTY CUMBERLAND
n s zr~-
RICHARD W STEWART U~"'~= ~ ~;., ~r,ACN 101
JOHNSON DUFFIE APPEAL DATE: LO-10-2008
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043 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 MOHN EDITH I FILE N0. 21 08-0306 ACN 101 DATE 08-11-2008
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)
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
C1) .00
c2) .00
C3) .00
C4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C5) 18 , 253.45
C6) 3,446.65
C7) .00
cB) 21,700.10
APPROVED DEDUCTIONS AND EXEMPTIONS: 873.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 19.99
11. Total Deductions (11) 892 • 99
12. Net Value of Tax Return C12) 20,807.11
t 1 B ts• Non-elected 9113 Trusts (Schedule J) C13) .00
13. Charitable/Governmen a eques ,
20,807.11
14. Net Value of Estate Subject to Tax C14)
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
.0 0
15. Amount of Line 14 at Spousal rate C15) =
X
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 ra te (18) •00 X 15 = .00
C19)= 936.32
19. Principal Tax Due
1 MA 4 A GY I v.
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-09-2008 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. .00
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.)
REV-1470 EX (6.88) ••
,•
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENTS NAME """""""'
Edith I. Mohn 2108-0306
REVIEWED BY ACN 101
Anita McCully
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The total on line14 was not correctly carried forward to line 16 of the recapitulation page.
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