HomeMy WebLinkAbout10-02-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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}C~"`IA-~f,~E'QF"~I,13WERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP.RA,X~SEM_ENT `ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ",pF-t D IONS AND ASSESSMENT OF TAX
PO BOX 280601 .'p~--~r,. ..,.
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
~~~~ ~~~ -2 ~~ f ~; ~~ATE 09-28-2009
ESTATE OF LOWER MARION R
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
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 LOWER MARION R FILE N0. 21 08-0377 ACN 101 DATE 09-28-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NO7E: To insure proper
2. Stocks and Bonds (Schedule B) C2) .00
credit to your account,
3
Cl
l
H
l
St
P
t
00 submit the upper portion
. ose
y
e
d
ock/
ar
nership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank DepositslMisc. Personal Property (Schedule E) C5) 15,7 34.46
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .0 0
e. Total Assets fig) 15 r 734 .46
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) .00
12. Net Value of Tax Return C12) 15, 734.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 948,514.18
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 (15) •00 X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 948,514.18 X
17. Amount of Line 14 at Sibling rate C17) •00 X
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X
19. Principal Tax Due
TAY !`DCTTTC.
00 _ .00
045_ 42,683.14
12 _ .00
15 _ .00
C19)
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+
INTEREST/PEN PAID C-)
AMOUNT PAID
05-30-2008 CD009812 2,131.58 40,500.00
03-27-2009 REFUND .00 623.66-
04-20-2009 CD011127 3.09- 708.05
C1.E~K ~~F DATE OF DEATH 03-04-2008
0~~~~f „` ~ ,~-'~.~ FILE NUMBER 21 08-0377
COUNTY CUMBERLAND
JOHN C OSZUSTOWICZ ~~~~~~~ r ~~ ~~, ACN 101
J C OSZUSTOWICZ LAW OFC APPEAL DATE: 11-27-2009
104 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
_ 42,683.14
TOTAL TAX CREDIT 42,712.88
BALANCE OF TAX DUE 29.74CR
INTEREST AND PEN. .00
TOTAL DUE 29.74CR
~ 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" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)