HomeMy WebLinkAbout05-04-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- - NDTI~E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - APPRAISEMENT,:ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _iDF DEDUCTEDNS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
204 SAY -4 ~~ ~~~ 33 DATE 04-13-2009
ESTATE OF MAHR TERESA G
C~L~"1{ (~r DATE OF DEATH 02-24-2008
ORPF?~r,~'~ r {~~~[~~' FILE NUMBER 21 08-0216
C~~i "'" ~' r -'.i',; Pa COUNTY CUMBERLAND
THOMAS A ARCHER ESQ ACN 101
ARCHER B ARCHER APPEAL DATE: 06-12-2009
2515 N FRONT ST (See reverse side underObjeetions)
HARRISBURG 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 ~ --------------
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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 MAHR TERESA G FILE N0. 21 08-0216 ACN 101 DATE 04-13-2009
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1) .00 NOTE: To insure proper
(2) 757,492.44 credit to your account,
00 submit the upper portion
(3) . of this form with your
(4) .00 tax payment.
c5) 129,098.53
c6) .00
~7) 207, 731 .83
~$) 1,094,322.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
27,208.40
(9)
cl0) 8.770.28
C11) 35.978.68
12. Net Value of Tax Return C12) 1,058,344.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Sub3ect to Tax C14) 1,058,344.20
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 C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1,058,344.20 X 045 = 47,625.49
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due (lg)= 47,625.49
Tex ro enrre.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-23-2008 (0009783 2,381.27 48,268.65
TOTAL TAX CREDIT 50,649.92
BALANCE OF TAX DUE 3,024.43CR
INTEREST AND PEN. .00
TOTAL DUE 3,024.43CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. r
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.)