HomeMy WebLinkAbout08-15-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' NOTICE OF INHERITANCE TAX'
APPRA;ISEMENT, ALLOWANCE OR DISALLOWANCE
-OF DEDUCTIONS AND ASSESSMENT OF TAX
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JOHNNA J KOPECKY E~SwP~ ~ '.~%, PA
THE SHAGIN LAW GROUP
120 S ST
HBG PA 17101
REV-1547 EX AFP (06-05)
DATE 08-11-2008
ESTATE OF MOWERS LILLIAN C
DATE OF DEATH 08-11-2007
FILE NUMBER 21 08-0521
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: LO-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 ~--) 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 MOWERS LILLIAN C FILE N0. 21 08-0521 ACN 101 DATE 08-11-2008
TAX 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) (1) 36 5,524.20 NOTE: To insure proper
2 Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4 4,21 9.98
6. Jointly Owned Property [Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
CB) 409,744.18
s. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 15,847.32
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 0.184.65
11. Total Deductions C11) 26.01 _ 97
383,712.21
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule .1) C13)
383,712.21
14. Net Value of Estate Subject to Tax ClG)
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) 383,712.21 X 045. 17,267.05
17. Amount of Line 14 at Sibling rate C17) •00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due C19)= 17,267.05
~~`PAYMENT~
DATE CEIPT
NUMBER DISCOUNT +)
INTEREST/PEN PAID C-) AMOUNT PAID
05-09-2008 CD009695 .00 17,267.05
TOTAL TAX CREDIT 17,267.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)