HomeMy WebLinkAbout10-10-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2806(11
HARRISBURG F'A 1X28-0601
C;ARY L JAMES ESq
JAMES ETAL
1.34 SIPE AVE
HUMMELSTOWN
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
`. OF DEDUCTIONS AND ASSESSMENT OF TAX
,-
~.~.
_~ ~ ~~,~
~.t
PA 17036
REV-1547 EX AFP (06-05)
DATE 10-06-2008
ESTATE OF MOHNEY MAZIE B
DATE OF DEATH 10-28-2007
FILE NUMBER 21 08-0754
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-05-2008
(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 _ --~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS E-- _ ________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX-APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MOHNEY MAZIE B FILE N0. 21 08-D754 ACN 101 DATE 10-06-2008
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)
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
CL) .00 NOTE: To insure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) .00
c6) .00
cn 663,297.00
cB) 663,297.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
15,498 .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
L0. Debts/Mortgage Liabilities/Liens [Schedule I) C10) .00
11. Total Deductions C11) 1.498.00
12. Net Value of Tax Return C12) 647,799.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 647,799.00
NOTE: If an assessment was issued previously, l ines 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
lt~. Amount of Line 14 taxable at Lineal/Class A rate C16) 647,799.00 X 045= 29,150.96
17. Amount of Line 14 at Sibling rate (17) •0 0 X 12 _ .00
1.8. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due cly)= 29, 150.96
TAY rQFT1TTC.
P)1YMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-:L6-2008 CD010027 .00 29,150.96
TOTAL TAX CREDIT 29,150.96
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 81, NO PAYMENT IS REQUIRED.
rr~o reiCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE 5
- ^~^~~.~.+ err orvcRCF SIDE OF THIS FORM FOR INSTRUCTIONS.) '