HomeMy WebLinkAbout07-10-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
•° : ~^""~'~~~ r';!'"MD'TI~O,~ OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES y _ ,-'AP~Pf~A'I~SENFEN'i', ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~DF 1)EDUCT~ONS AND ASSESSMENT OF TAX
PO BOX 280601 _ .. I ._ .....
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~~{~~ ~~~ ~ Q ~ !: 7~5 DATE 07-06-2009
ESTATE OF MIZDAIL ELIZABETH A
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CATHERINE M ATCHLEhCU~ ~'~ ,r '_ ~ , P+~.
9716 BIGGERS RD
BURKE VA 22015
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ -• R_ETA_IN LOWER POR_TION_ 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 MIZDAIL ELIZABETH A FILE N0. 21 08-0570 ACN 101 DATE 07-06-2009
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) 235,560.00 NOTE: To insure proper
Stocks and Bonds (Schedule B)
2 (2) ,00 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 17 6,471.14
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 9,346.67
(g) 421 , 377.81
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 2,265.46
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 2.96.46
12. Net Value of Tax Return C12) 419, 112.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax
(14) 419, 112.35
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
c15) .00 X 00 = .00
(16) 419,112.35 X 045_ 18,860.06
(17) .00 X 12 = .00
(1B) .00 X 15 = .00
(19)= 18,860.06
1NA \/RGL1,
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-17-2009 CD010912 .00 18,860.06
DATE OF DEATH 05-22-2008
FILE NUMBER 21 08-0570
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-04-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 18,860.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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,
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