HomeMy WebLinkAbout01-30-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF 'INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DF DEDUCTLONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~- ~
HARRISBURG PA 17128-0601
MATTHEW E NAGY
NATIONAL CITY BANK
1900 E 9TH ST
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REV-1547 EX AFP (12-OS)
DATE 01-27-2009
ESTATE OF OSSOFF PAUL B
DATE OF DEATH 01••06-2008
FILE NUMBER 21 08-0098
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-28-2009
(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 ~1 RETAIN LOWER PORTION FOR YOUR RECORDS •~
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OSSOFF PAUL B FILE N0. 21 08-0098 ACN 101 ______________
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OR
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
Real Estate (Schedule A)
1 (1) .00 NOTE: To insure proper
. (2) 1,275.642.14 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) 6 3,602.15
6. Jointly Owned Property (Schedule F) (6) 17,778.94
7. Transfers (Schedule G) (7) .00
1 , 357, 023.23
8. Total Assets (g)
APPROVED DEDUCTIONS AND EXEMPTIONS: 70,516.12
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.487 .44
(11) 74.003.56
11. Total Deductions 1,283,019.67
12. Net Value of Tax Return (12) .00
13 Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) (13)
. 1 , 283, 019 .67
14. Net Value of Estate Subject to Tax (LG)
NOTE: If an assessment was issued previously, l ines 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 (15) . =
X
1,283,019.67 X 045 = 57,735.89
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
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) •00 X 15 = .00
(19)= 57,735.89
19. Principal Tax Due
IAA I.RGUIIJ"
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-04-2008 CD009518 2,578.95 49,000.00
09-30-2008 CD010362 .00 6,156.94
TOTAL TAX CREDIT 57,735.89
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
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.) ~