HomeMy WebLinkAbout07-24-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'''r" j"~~'. _,rh ~10~.k~~,,Q,F,,.~IHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -k~pR~#SEMfM7,~a~LI~OWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ''- ~F ~'DE~U"CTI;p~IS; AND ASSESSMENT OF TAX
PO BOX 280601 s.:.~,~,•.~~ : ~_; i -,
HARRISBURG PA 17128-0601 ~~ +f•" -` REY-1547 EX AFP CO1-09)
~~~~ ~~L ~~ ~~ ~. ~a DATE 07-20-2009
ESTATE OF MOWERY RICHARD S
_ DATE OF DEATH 03-03-2005
~~-~~~"`~ ~~ FILE NUMBER 21 05-0232
Qt{~p~'~~~,`} ~ ~~~-~~T COUNTY CUMBERLAND
EDWARD P SEEBER ESQ ~f ~' : ~ .;~ ,. ,'r~ !~.~,f P~, ACN 101
JAMES ETAL APPEAL DATE: 09-18-2009
5 5 5 G E T T YS B U R G P I K E (See reverse side under Objections )
MECHANICSBURG PA 17055 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 ~ --------------
-------------------- -- -----------------------------------------------------
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MOWERY RICHARD S FILE N0. 21 05-0232 ACN 101 DATE 07-20-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 03
1. Real Estate (Schedule A) C1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .0 0
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) 8,2 54.8 8 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 8,254.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) _0 0
12. Net Value of Tax Return C12) 8,254.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 41,216.07
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) 41,216.07 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 C18) •0 0 X 15 _ .0 0
19. Principal Tax Due C19)= .0 0
TAY f QCTITTC.
A M N
DATE R CEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE~'n/~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) IBS