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HomeMy WebLinkAbout12-22-08COMMONWEALTH DF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES "' 'NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISE,MENT; ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 - - REY-1547 EX AFP (06-05) ~~GgC~f~C 22 C~'~ ~~ Q~`TE ].2-15-2008 STATE OF C;ROWLEY MARY C _ DATE OF DEATH Ci2-08-2008 ~-'~ ~~~~~~` `~~~ FILE NUMBER -e'1 08-0387 ~~rr ~• ~ ;,-;r RICHARD M MOHLER ATTY "~ `' ~ ~`~~pA ACNNTY CUMBERLAND ~.; . 101 14 S MAIN ST APPEAL DATE: 02-13-2009 L E W I S T O W N P A 17 0 4 4 (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 ---- --- RETAIN LOWER PORTION_ FOR YOUR REC[IR_D_S___4_-________ --------- -------------- ALLOWANCE OR REV-1547 EX AFP (03-05~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENI OF TAX ESTATE OF CROWLEY MARY C FILE N0. 21 08-0387 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) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: I1) .00 NOTE: To insure proper I2) 116,698.53 credit to your account, (3) .00 submit the upper portion of this form with your C4) . DO tax payment. I5) 16 , 198.79 I6) . 00 In 122,273.05 IB) 255, 170.37 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) I9) 31,227.73 10. Debts/Mortgage Liabilities/Liens (Schedule I) I10) .00 11. Total Deductions (11) 31 7.7i 12. Net Value of Tax Return 223 942 64 13. Charitable/Governmental Bequests; Non-elected 9113 Trus (12) ts (Schedule J) C13) , . .00 14. Net Value of Estate Subject to Tax C14) 223,942.64 NOTE: If an assessment was issued previously, lines reflect fi ure th t 14, 15 and,ior 16, 17, 18 and 19 will g s a include the total of ALL ASSE returns assessed to date. SSMENT OF TAX: 15. Amount of Line 14 at Spousal rate Ilg) .00 00 00 16 X _ . . Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 _ 00 17 . . Amount of Line 14 at Sibling rate C17) 57,147.74 X 12 _ 6,857.73 18. Amount of Line 14 taxable at Collateral/Class B rate I18) 166, 794.89 X 15 _ 25, 019.23 19. Principal Tax Due TAX CREDITS: C19)_ 31,876.96 DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 05-02-2008 CD009662 1,593.85 32,000.00 TOTAL TAX CF;EDIT 33,593.85 BALANCE OF TAX DUE 1,716.89CR INTEREST AND PEN. .00 TOTAL DUE 1,716.89CR ,, * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. 11 FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)