HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~~++~-(~'~f'~~~+ri~~31 (lr~' ""' NICE OF INHERITANCE TAX
! ,4t_~~~ ,•-n.:J t_;y4P~F~~EMENT, ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION - ~ - OAR FI7EDUCTIONS AND ASSESSMENT OF TAX
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J C OSZUSTOWICZ LAW OFC
104 S HANOVER ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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 LOWER MARION R FILE N0. 21 08-0377 ACN 101 DATE 03-09-2009
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) 250,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 27 3,7 91.27 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) C5) 451.256.30
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 975, 047.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
38,663.90
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.103.95
11. Total Deductions (11) 41 .767_S~i
12. Net Value of Tax Return (12) 933,279.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) 500.00
14. Net Value of Estate Subject to Tax C14) 932,779.72
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY /`DCTTTC.
REV-1547 EX AFP (D1-09)
DATE 03-09-2009
ESTATE OF LOWER MARION R
DATE OF DEATH 03-04-2008
FILE NUMBER 21 08-0377
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-08-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
ns) • 00 X 00 _ . 00
(1s) 932, 779.72 X 045 _ 41, 975.09
(17) .00 X 12 _ .00
(1a) .00 X 15 _ .00
(19)= 41,975.09
PAYM NT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-30-2008 CD009812 2,098.75 40,500.00
TOTAL TAX CREDIT 42,598.75
BALANCE OF TAX DUE 623.66CR
INTEREST AND PEN. .00
TOTAL DUE 623.66CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)