HomeMy WebLinkAbout01-30-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
MfITICE AF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENTa ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTION'S AND ASSESSMENT OF TAX
PD BOX 280601 '
REV-1547 EX AFP (12-08)
HARRISBURG PA 17128-0601 r~
LL'i~`~ ~~~s'~ JU 1 ~i }~' 2~DATE 01••27-2009
ESTATE OF MATTINGLY MONA J
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~~~~~~!<\ ,J{ DATE OF DEATH O1 •-15-2
0~~,,~_~p,,`ti•,,(',;~~)~j FILE NUMBER 21 08-0068
Cu~,Yjr, . PA COUNTY CUMBERLAND
FOREST N MYERS ACN l0a
F N MYERS LAW OFFICE APPEAL DATE: 03-28-2009
137 PARK PLACE WEST (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- i-
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX
ESTATE OF MATTINGLY MONA J FILE N0. 21 08-0068 ACN 101 DATE 01-27-2009
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) .OD NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 290,854.79 credit to your account,
.DO submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 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) 28,611.59
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets Ig) 319,466.38
APPROVED DEDUCTIONS AND EXEMPTIONS: 39,305.13
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 660.62
11. Total Deductions C11) 39.965-7x'-
12. Net Value of Tax Return C12) 279,500.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,I) (13) .00
14. Net Value of Estate Subject to Tax
c14) 279,500.63
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 assess ed to date.
ASSESSMENT OF TAX:
00
00
.00
15. Amount of Line 14 at Spousal rate X15) . X =
16. Amount of Line 14 taxable at Lineal/Class A rate I16) 279,500.63 X 045 = 12,577.53
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) •00 X 15 = .00
~lg)= 12,577.53
19. Principal Tax Due
IMA VI~GLiI.a•
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT I+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-16-2008 CD009585 .00 10,000.00
10-06-2008 CD010365 .00 2'.,577.53
TOTAL TAX CREDIT 12,577.53
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~'.
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~-