HomeMy WebLinkAbout02-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~~`:~~~ ~" ,~16T E OF INHERITANCE TAX
INHERITANCE TAX DIVISION /rPP_~tAI9EME ~. FALLOWANCE OR DISALLOWANCE
PO BOX 280601 r ~~ ~'1BbUGTIO,NS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~ ~ REV-1547 EX AFP CO1-09)
Z~~~ ~~~ ~~ A~ ! ~ ~ ~~ DATE 02-16-2009
ESTATE OF MOSKO RITA
DATE OF DEATH 02-04-2008
~~-E~~ ~~ FILE NUMBER 21 08-0196
pRPHA~!'~; v~I~RT COUNTY CUMBERLAND
MARCI S MILLER {,;LIAti'j ~r''_ ~ _` ';~~., PA ACN 101
HAZEN ETAL APPEAL DATE: 04-17-2009
2000 LINGLESTOWN RD 2 (See reverse side under Objections)
HBG PA 17110 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 4--~
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MOSKO RITA FILE N0. 21 08-0196 ACN 101 DATE 02-16-2009
TAX RETURN WAS: C'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) 170,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 102,804.80 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2.201.64
6. Jointly Owned Property (Schedule F) (6) 30,095.26
7. Transfers (Schedule G) (7) .00
8. Total Assets (B) 305,101 .70
APPROVED DEDUCTIONS AND EXEMPTIONS:
32,029.99
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9.34 2.08
11. Total Deductions C11) 41 .37?.07
12. Net Value of Tax Return C12) 263,729.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 263,729.63
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 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) 263,729.63 X 045 = 11,867.83
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 _ .00
19. Principal Tax Due (ly)= 11,867.83
TAY PDCrITTC.
PAYMENT
DATE R CEIPT
NUMBER SCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-22-2008 CD009614 526.32 10,000.00
10-20-2008 CD010437 .00 1,341.51
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 11,867.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN #1, 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.)
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