HomeMy WebLinkAbout09-05-08 (2) COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-, OTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 1^.( `./~pp;RdPS MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 ~, , ,
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,`.~:'J ~- ' "' REV-1547 EX AFP C06-05)
DATE 09-01-2008
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ESTATE OF MUSICO DOROTHY M
DATE OF DEATH 03-20-2008
~I~~i~t~l_ FILE NUMBER 21 08-0652
nn~'~PI~ ~ ` ~'~~,I'riT COUNTY CUMBERLAND
DALE F SHUGHART JR ~.6i__ r1 .' ,~ ',~ PA ACN 101
10 W HIGH ST APPEAL DATE: 10-31-2008
CARL I SL E PA 17013 (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 POR_TION
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 MUSICO DOROTHY M FILE N0. 21 08-0652 ACN 101 DATE 09-01-2008
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 (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
(1) .00
(2) .00
(3) .00
(4) .00
Is) 39,435.30
(6)_ 62, 351.66
(7) 1,317,232.94
(8) 1,419,019.90
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
16,245.10
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 2,410.36
11. Total Deductions (11) 78.6 x.46
12. Net Value of Tax Return C12) 1,400,364.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) .00
14. Net Value of Estate Subject to Tax (ly) 1,400,364.44
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 (15) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1,400,364.44 X 045 = 63,016.40
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (19)= 63, 016.40
TAX CRFIITTS•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
*** SUMMARY 0 ALL 07 PAYMENTS **
08-25-2008 3,150.81 59,865.59
TOTAL TAX CREDIT 63,016.40
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" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) (((///