HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA
_ _ DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMEN'f, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - -- OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REY-1547 EX AFP C06-05)
y~'s~~ ~~.? ~~J E,t°~ ~ ~ ~ ~iL~ DATE 09-22-2008
ESTATE OF REESE RUDY E
":-~''~' "~= DATE OF DEATH 10-18-2007
~_ ~
~r;~^" - ;' ~"i_'(~r FILE NUMBER 21 08-0016
'~~' "~ '' nh COUNTY CUMBERLAND
MARK A MATEYA v ACN 101
MATEYA LAW FIRM APPEAL DATE: 11-21-2008
PO BOX 127 (See reverse side under Objections)
BOILING SPGS PA 17007 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 REESE RUDY E FILE N0. 21 08-0016 ACN 101 DATE 09-22-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 91,000.00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) C2) .00
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6,020.5 3
6. Jointly Owned Property (Schedule F) (6) 66,500.00
7. Transfers (Schedule G) (7) .00
s. Total Assets (B) 163,520.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,084.20
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10.786.19
11. Total Deductions C11) 22.870.39
12. Net Value of Tax Return C12) 140,650.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 140,650.14
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 (16) 74,150.15 X 045= 3,336.76
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 66,500.00 X 15 _ 9,975.00
19. Principal Tax Due (19)= 13,311.76
TAY rRCi1TTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-30-2008 (0009951 .00 13,311.76
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 13,311.76
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 81, N0 PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS-)