HomeMy WebLinkAbout10-16-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-r~t'+~r~~~ ;n .•;~~,r NaTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -~'~~_ ~, ,;~gP~~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~- t ~-, OF'D[ff~JCTIONS AND ASSESSMENT OF TAX
PO 80X 280601 ~r ,;,~ ; ~°~ ^:
HARRISBURG PA 17128-0601 `' "' ~ " ~ ^-~~ + F }..4....
RONALD MOCKAITIS {(//~~! '-'- `: ~ - %:i
iV~1,J, _ _, ~ f
2430 SPRING RD
CARLISLE PA 17013
C1) .00
t2) .00
C3) .00
t4) .00
t5) 13,774.00
t6) .00
t7) .00
CUT ALONG THIS LINE ~i 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 MOCKAITIS JR ADOLPH J FILE N0. 21 08-1104 ACN 101 DATE 10-12-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED [ ) 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
REV-1547 EX AFP CO1-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t8) 13, 779.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule
2,864.00
H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.9 22.0 0
11. Total Deductions C11)
8.786.0
12. Net Value of Tax Return C12) 4,993.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 D
14. Net Value of Estate Subject to Tax (14) 4, 993.00
NOTE: If an assessment was issued prevfouslY, 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) 4, 993.00 X 045 = 225.00
17. Amount of Line 14 at Sibling rate C17) • 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
rev rornrrc~ . C19)= 225.00
M
DATE R CEI T
NUMBER ISCOUN (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-28-2009 CD011173 .00 225.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 10-12-2009
ESTATE OF MOCKAITIS JR ADOLPH J
DATE OF DEATH 11-03-2008
FILE NUMBER 21 08-1104
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-11-2009
(See reverse side under Dbjecdons)
Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TOTAL TAX CREDIT 225.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUFF.--
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)