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HomeMy WebLinkAbout10-17-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2806(11 HARRISBURG F'A 17128-0601 GARY J CROSSLEY 556 ALLENVIEW DR MECHANICSBURG • NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX _..?~~ `,~~`--.~ ,r. PA 17055 REV-1547 EX AFP (06-05) DATE 10-13-2008 ESTATE OF CROSSLEY JOHN J DATE OF DEATH 06-23-2007 FILE NUMBER 21 07-0866 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 12-12-2008 (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 ---- -i R_ETA_IN LOWER POR_TION FOR YOUR RECORDS E~ _ REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPR AISEMENT, ALLOWANCE _ ____ OR __ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CROSSLEY JOHN J FILE N0. 21 07-0866 ACN 101 DATE 10-13-2008 TAX RETURN WAS: C X) ACCEPTED AS FILED f ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: T o insure proper 2. Stocks and Bonds (Schedule B) (2) ,00 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 pay ment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5)_ 8,34 5.00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .0 0 8. Total Assets C8) 8,345.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 2,347.68 C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 163.80 11. Total Deductions C11) ?,x,11 .48 12. Net Value of Tax Return C12) 5,833.52 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (14) 5,833.52 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. ASSESSNENT 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) 5,833.52 X 045 = 262.51 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) •00 X 15 _ .00 19. Principal Tax Due (19)= 262.51 TAY /`DCPTTC. PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID f-) AMOUNT PAID 09-21-2007 CD008721 13.13 14,250.00 TOTAL TAX CREDIT 14,263.13 BALANCE OF TAX DUE 14,000.62CR INTEREST AND PEN. .00 TOTAL DUE 14,000.62CR ~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE O RFFIINiI_ SFF REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)