HomeMy WebLinkAbout12-22-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NQT,iCE OF INHERITANCE TAX
~~APPRATSEWENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601
OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 -
REV-1547 EX AFP (06-85)
~~~Q~C~ L~ ~~ ~; ~'~ DATE 12-15-2008
ESTATE OF MOWERY MARY A
DATE OF DEATH 04-07-2008
~~_C=i' ~ ~_i FILE NUMBER 21 08-0545
_
~~'~` ~~~'~ ~-' `-~
'~ ~'~`T COUNTY CUMBERLAND
JERRY A WEIGLE ESQ F~~ ~`.' ' ~W ACN
WEIGLE & ASSOCS
U~;
101
APPEAL DATE: 02-13-2009
126 E K I NG ST (See reverse side under Objections)
SHIPPENSBURG PA 17257 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 E~
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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 MOWERY MARY A FILE N0. 21 08-0545 ACN 101 DATE 12-15-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RCJCKYAIlUIV I:UNGEKNiNG FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To i
2.
Stocks and Bonds (Schedule B)
(2)
.00 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(
00 of this form with your
4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)_ 6.742.8 3
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 6,742.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(9) 1,164.54
(lo)_ 129.366.58
(11) l;0 ~,;7 1
(lz) 123,788.29-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax
(14) 123,788.29-
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 (lg) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 04 5 _ .00
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 _ .0 0
19. Principal Tax Due 00
Tex rRFnrre. C19)= .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-25-2008 CD009937 .00 600.00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 600.00
BALANCE OF TAX DUE 600.000R
INTEREST AND PEN. .00
TOTAL DUE 600.000R
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. `
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)