HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ~- ~ 'NOT-.ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ''AppRAI$EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF. DEAUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ ... -~ ~~
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
2C~5 ~•-~~`~ -~ ~{~`+ ~~~ LO DATE 0!i-04-2009
ESTATE OF MATHIAS WILBUR H
DATE OF DEATH 0~+-30-2008
..~ ``r ` ~ FILE NUMBER 2:L 08-0528
r~ a t ~ l )Y
~~i i I 1 1
THOMAS E FLOWER CII.?~' '. ~,~ COUNTY CIMBERLAND
ACN 101
SAIDIS ETAL APPEAL DATE: 07-03-2009
2109 MARKET ST (See reverse side under Objections)
CAMP HILL PA 17011 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND f:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS !- _ _______________
REV-1547 EX AFP E01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF MATHIAS WILBUR H FILE N0. 21 08-0528 ACN 101 DATE 05-04-2009
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)
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
(1) 107,500.00 NOTE: To insure proper
C2) 55,573.29 credit to your account,
(3) .00 submit the upper portion
of this form with your
E4) . DO tax payment.
E5) 164 , 390 .43
c6) .00
En 84,621.00
E8) 412, 084.72
49,621.33
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.30 3.88
11. Total Deductions Ell) 50.97 r,.
12. Net Value of Tax Return C12) 361,159.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) E13) 61,45 3.00
14. Net Value of Estate Subject to Tax C14) 299,706.51
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 d ate.
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) .00 X 045 _ .00
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) 299,70Ei.51 X 15 _ 44,955.98
19. Principal Tax Due E19)= 44,955.98
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT E+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT F'AID
07-02-2008 (0009967 1,210.53 23,000.00
07-21-2008 (0010044 894.74 17,000.00
12-18-2008 (0010665 .00 2,850.78
TOTAL TAX CREDIT 44,956.05
BALANCE OF TAX DUE .07CR
INTEREST ANI) PEN. .00
TOTAL DIIE .07CR ^
;
~
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A,S A "CREDIT" CCR), YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)