HomeMy WebLinkAbout11-21-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF' INDIVIDUAL TAXES ARPRALSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE: TAX DIVISION OF SEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280E~01 -
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
DATE 11-17-2008
~F '~ E;,"j;~' ~ ~ ~~ ~~~ Q~ DATETOFODEATH 05023Y2008 PHILIP C
(~~ C'+'.,., r-.- FILE NUMBER 21 08-0605
~`f~~,C~, ~~' "- COUNTY CUMBERLAND
I)ENNIS K GROTTY ,., ~'
-~ .~~?~ ACN 101
5- RANDI RD ~`'~-r~ ~~ APPEAL DATE: 01-16-2009
E:NOLA PA 17025 f (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 ~-- _ _______
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GROTTY PHILIP C FILE N0. 21 08-0605 ACN 101 DATE 11-17-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. F2ea1 Estate (Schedule A) (1) .00 NOTE: To insure proper
2. '.>tocks and Bonds (Schedule B) (2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) C5) 275,930.86
6. ,lointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (g) 275, 930.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
5,660.96
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 214.61
11. Total Deductions (11) ~,87Fi.F;7
12. Net Value of Tax Return (12) 270,055.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 270,055.29
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 assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 270,055.29 X 045 = 12, 152.49
17. Amount of Line 14 at Sibling rate C17) • 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)= 12, 152.49
r,i,nnn~ Ktl.tlrl UISGUUNI c+~ AMOUNT PAID
DATE: NUMBER INTEREST/PEN PAID C-)
08-08-;?008 CDO10110 605.94 11,512.90
PAYMENT MUST BE MADE BY 02-23-2009*. TOTAL TAX CREDIT 12,118.84
BALANCE OF TAX DUE 33.65
INTEREST AND PEN. .00
TOTAL DUE 33.65
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CAILCULATION OF ADDITIONAL INTEREST. IF^TOTAL DUE^IS'REFLECTED_AS-A_"CREDIT" CCR), YOU MAY BE DUE(1,~