HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-i,,- _"' ~`.Ntl;TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -- APPRA~SEMF~NT,. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _. OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ - _ _ -
HARRISBURG PA 17128-0601 REY-1547 EX AFP (D6-05)
~U~3~~?~~ E;•~ll~:~}Z DATE 09-22-2008
ESTATE OF LOSCH ELEANOR J
- DATE OF DEATH 10-14-2007
i,i C'` -
j; FILE NUMBER 2l. 07-0954
~~n I r ~ r .,i 'Y
i~F, COUNTY CUMBERLAND
ANDREW C SHEELY ESQ ~,.!~ ACN 101
127 S MARKET ST APPEAL DATE: 11-21-2008
PO BOX 95 (See reverse side under Objections)
MECHANICSBURG PA 17055 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND (:0 COURT HOUSE
CARLISLE, PE1 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 LOSCH ELEANOR J FILE N0. 21 07-0954 A(;N 101 DATE 09-22-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 344,900.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 77,023.82 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 230,513.74
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 1,713.75
8. Total Assets (g) 654, 151.31
APPROVED DEDUCTIONS AND EXEMPTIONS: 17,,374.43
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4 3,021.59
11. Total Deductions (11) 60.396.0
12. Net Value of Tax Return (12) 593,755.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) (13) .00
14. Net Value of Estate Subject to Tax (lG) 593, 755.29
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) •0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 593,75Gi.29 X 045 _ 26,718.98
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)= 26,718.98
TAX CRFi1TTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT F'AID
01-11-2008 CD009162 1,315.79 25,000.00
07-01-2008 CD009955 .00 403.23
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 26,719.02
BALANCE OF TAX DUE .04CR
INTEREST ANLi PEN. .00
TOTAL DIIE .04CR }
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)