HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"" - NOTtCF~"QF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - APPRAISEM6NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ' 'UF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 28D601 _.
HARRISBURG PA 17128-0601 REY-1547 EX AFP C06-05)
~1,`~ ~~4, l J r j,~ (: (+4 DATE 08-18-2008
ESTATE OF MOSER THERESA
DATE OF DEATH 11-25-2007
FILE NUMBER 21 07-1099
~` COUNTY CUMBERLAND
BERNARD A RYAN JR ES~V~1s.~ ~ ~ , ti. ACN 101
JAMES ETAL APPEAL DATE: 10-17-2008
134 S I P E AVE (See reverse side under Objections)
HUMMELSTOWN PA 17036 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 MOSER THERESA FILE N0. 21 07-1099 ACN 101 DATE 08-18-2008
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest cSchedule 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
(1) 145, 000.00 NOTE: To insure proper
(2) .0 0 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 324 , 724.41
c6) .00
cn 8,464.83
c8) 478, 189.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
27
,515 .28
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ,
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,131 .90
11. Total Deductions cll) 78.647 _ 8
12. Net Value of Tax Return (12) 449,542.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .1) (13) .00
14. Net Value of Estate Subject to Tax X14) 449,542.06
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) •0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 449,542.06 X 045 = 20,229.39
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due c19)= 20,229.39
rev rocntrc.
A MENT
DATE R C I T
NUMBER SCOUNT +)
INTEREST/PEN PAID (-) AMOUNT PAID
02-20-2008 CD009333 1,000.00 19,000.00
05-28-2008 CD009797 .00 229.39
TOTAL TAX CREDIT 20,229.39
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 C1, NO PAYMENT IS REQUIRED. ~-'
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)