HomeMy WebLinkAbout08-07-09 COMMONWEALTH OF PENNSYLVANIA
.DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 -OF 'DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
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~ i`;~„`'.; ' ` ' DATE 08-03-2009
ESTATE OF MOSER MARGARET E
^`'"~'" '~''~ DATE OF DEATH 06-21-2008
~ r ~n- FILE NUMBER 21 08-0683
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~^ v - (.~a, COUNTY CUMBERLAND
JULIE M COOPER ES4 ACN 101
222 S MARKET ST STE 201 APPEAL DATE: 10-02-2009
PO BOX 267 (See reverse side under Objections)
ELIZABETHTOWN PA 17022 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 F-
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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 MOSER MARGARET E FILE N0. 21 08-0683 ACN 101 DATE 08-03-2009
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:
cl) 184,293.28
Iz) .00
c3) .00
c4) .00
cs) 11.124.90
c6) .00
cn .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~B) 195,418.18
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 51,787.30
10. Debts/Mortgage LiabilitiesALiens (Schedule I) (10) 80.294.04
11. Total Deductions (11) ) 39 • ~S . 34
12. Net Value of Tax Return C12) 63,336.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax IlG) 63,336.84
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) 63,336.84 X 045 _ 2,850.16
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due (19)= 2,850.16
TAX CREDTTS•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-18-2008 CD010288 142.51 2,900.00
TOTAL TAX CREDIT 3,042.51
BALANCE OF TAX DUE 192.35CR
INTEREST AND PEN. .00
TOTAL DUE 192.35CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81., NO PAYMENT IS REQUIRED. ,n
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.)