HomeMy WebLinkAbout12-22-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DFDTICE-OF 1MH,ERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT; AL:LDWAN'CE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS 'AND ASSESSMENT OF' TAX
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP C06-05)
L~!~ C,,W~ ~~ I'~~D~TL17 12-15-2008
ESTATE OF GRACEY MICHAEL P
_ DATE OF DEATH 09-12-2007
~ _ F,~LE NUMBER 21 07-1046
"1 ~b~JVTY CUMBERLAND
RICHARD P MISLITSKY "„ ACFJ~` 101
1 W HIGH ST STE 208 APPEAL DATE: 02-13-2009
P O BOX 12 9 0 (See reverse side under Objections )
CARLISLE PA 17013 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 GRACEY MICHAEL P FILE N0. 21 07-1046 ACN 101 DATE 12-15-2008
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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2)_ 117,813.54 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 payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 60,557.52
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 178,371.06
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 14,76 7.77
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (L1) 14,767.77
12. Net Value of Tax Return (12) 163,603.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax
(14) 163, 603.29
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t 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) 143,603.29 X 045 _ 6,462.15
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) 20, 000.00 X 15 _ 3, 000.00
19. Principal Tax Due (19)= 9,462.15
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
12-11-2007 (0009065 355.26 6
750
00
09-02-2008 (0010216 13.16- ,
.
2,370.05
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-03-2008 TOTAL TAX CREDIT 9,462.15
BALANCE OF TAX DUE .00
INTEREST AND PEN. 23.95
TOTAL DUE 23.95
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~ ~i~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 'J