HomeMy WebLinkAbout06-19-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_l NbTICE,;OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ''".Idp I'$EhJETITr.'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION .. .. ~~' ~
PO BOX 280601 O'F D£DU~'IIIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~~~~ `~~~ ~ ~ ~~ 2' 2 ~ DATE 06- 15-2009
ESTATE OF MOSSER DORIS M
(;~ ~~;~ (jC~ DATE OF DEATH 05-02-2008
Q~~'~-{j~f~i'~ CvV~i FILE NUMBER 21 08-0749
UrY'~'~"~,'~ '`,;~~ ~:~n,; PA. COUNTY CUMBERLAND
WILLIAM K SUNDAY ACN 101
39 W MAIN ST APPEAL DATE: 08-14-2009
MECHANICSBURG PA 17055 (See reverse side under Objections)
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 MOSSER DORIS M FILE N0. 21 08-0749 ACN 101 DATE 06-15-2009
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) (1) 14 7,474.00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,950.42
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 7,172.14
e. Total Assets (B) 156,596.56
APPROVED DEDUCTIONS AND EXEMPTIONS: 10,406.46
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) .00
11. Total Deductions (11) 10.406.46
12. Net Value of Tax Return (12) 146, 190.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 146, 190.10
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) 146, 190.10 X DO _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •0 0 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (Lg). .00
TAX CREDITS•
PAYMENT RECEIPT DISCOUN (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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 AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)