HomeMy WebLinkAbout12-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-,i •- ~ . fdOTI'CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAI`SLkM{:NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _
PO BOX 280601 ,.I.AF DEbUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 '"` `'
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JOHN C OSZUSTOWICZ CL)',';'' ~ `Ir ~ ",~, P~
J C OSZUSTOWICZ LAW
104 S HANOVER ST
CARLISLE PA 17013
REV-1547 EX AFP C06-05)
DATE 12-01-2008
ESTATE OF L'YTER III JOHN W
DATE OF DEATH 1L-26-2007
FILE NUMBER 2L 07-1131
COUNTY CIMBERLAND
ACN 101
APPEAL DATE: 01-30-2009
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND (:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF LYTER III JOHN W FILE N0. 21 07-1131 ACN 101 _ _______________
OR
DATE 12-01-2008
TAX RETURN WAS: C 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) 195,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 19,575.00 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) 138,162.95
6. Jointly Owned Property (Schedule F) (6) 755.98
7. Transfers (Schedule G) (7) 86,923.11
8. Total Assets (g) 440,417.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
20;429.34
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.,966.02
11. Total Deductions (11) 7 .;9F:.;6
12. Net Value of Tax Return (12) 418, 021 .68
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .I) C13) •00
14. Net Value of Estate Subject to Tax (14) 418, 021.68
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 C19) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 418,021..68 X 045 = 18,810.98
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)= 18,810.98
TAY (`D CiITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
02-20-2008 CD009322 711.84 13,525.00
08-26-2008 CD010195 .00 4,534.55
INTEREST IS CHARGED THROUGH 12-16-2008 TOTAL TAX CREDIT 18,771.39
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 39.59
REVERSE SIDE OF THIS FORM INTEREST ANI) PEN 85
TOTAL DIIE 40.44
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. L~/
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A,S A "CREDIT" (CR), YOU MAY BE DUE U
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)