HomeMy WebLinkAbout08-14-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-. NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -_ ;_ ~ AP•PRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ; .OF .'DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ' ` `°~ `~ ~ , ~ ,
HARRISBURG PA 17128-0601
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JENNIFER B H ~P'P"~~~'--'~'~~ ~~~ ~~'., P~
BOGAR K HIPP LAW OFCS
1 W MAIN ST
SHIREMANSTOWN PA 17011
REV-1547 EX AFP CO1-09)
DATE 08-10-2009
ESTATE OF ROSSKOPF MAVIS A
DATE OF DEATH 09-23-2008
FILE NUMBER 21 08-1030
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-09-2009
(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 COl-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROSSKOPF MAVIS A FILE N0. 21 08-1030 ACN 101
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OR
DATE 08-10-2009
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) (1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 9 , 989.88
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,3 5 3.0 3
6. Jointly Owned Property (Schedule F) c6) 46, 304.59
7. Transfers (Schedule G) (7) 218, 932.92
s. Total Assets CB) 277,580.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,656 .53
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5 3 .5 7
11. Total Deductions C11) 1?.710.10
12. Net Value of Tax Return C12) 264,870.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 264,870.32
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) 264, 870 .32 X 045 = 11, 919.16
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) .0 0 X 15 _ .0 0
19. Principal Tax Due Clg)= 11,919.16
TAY f DCi1TTC.
PA NT
DATE REC IPT
NUMBER DI COUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-23-2008 CD010675 579.72 11,014.65
03-20-2009 CD011019 .00 324.79
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 11,919.16
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)