HomeMy WebLinkAbout05-04-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
---,--:..,,__.NOT_LCE .Op ,_INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES .APPkAISEM~NT, AtLDWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "OF'DEDU,CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _
HARRISBURG PA 17128-0601 ~ REV-1547 EX AFP (01-09)
~~~9 ~iAY ~~; ~~'~7, ~ ~ DATE 04-27-2009
ESTATE OF MOSER DORIS M
DATE OF DEATH 07-27-2008
~ r~`./ ~-~,-
~! ~~.i,. -, FILE NUMBER 21 08-0893
Ot~~F'iFr ~ ~ ~~ ;~~ ;~,I~?T COUNTY CUMBERLAND
ALLEN K TOMLINSON ESQ ~;~~`,r', ~- r i ACN 101
._ _ ~~., P,'~
414 MAIN ST APPEAL DATE: 06-26-2009
PO BOX 14 (See reverse side under Objections)
EAST GREENVILLE PA 18041 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 ~
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MOSER DORIS M FILE N0. 21 08-0893 ACN 101 DATE 04-27-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) •00 credit to your account,
00 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) (5) 306.32
6. Jointly Owned Property (Schedule F) C6) 2,442.16
7. Transfers (Schedule G) C7) .0 0
8. Total Assets Cg) 2,748.48
APPROVED DEDUCTIONS AND EXEMPTIONS: 2,410.56
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 118.0 99.89
11. Total Deductions C11) l?0.510.45
12. Net Value of Tax Return C12) 117,761.97-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subjeet to Tax C14) 117,761.97-
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 !`D (TIT TC.
C15) • 00 X 00 _ .00
c16) • 00 X 045 _ . 00
cln • 00 X 12 = . 00
c18) • 00 X 15 = . 00
C19)= .00
PAYMENT RECEIPT D SCOUNT (+) AMOUNT F'AID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST ANA PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 8~1, 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.)