HomeMy WebLinkAbout11-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' ~ NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
~.. ._ :' ~_~ QF Ii,EDUCTIONS AND ASSESSMENT OF TAX
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JOHN OSZUSTOWICZ ~~~' ~`~
J C OSZUSTOWICZ LAW OFC
104 S HANOVER ST
CARLISLE PA 17013
REV-1547 EX AFP (01-09)
DATE 11-16-2009
ESTATE OF MACCAFFRAY CATHARINE E
DATE OF DEATH 09-10-2008
FILE NUMBER 21 08-1042
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-15-2010
(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 F~
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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 MACCAFFRAY CATHARINE E FILE N0. 21 08-1042 ACN 101 DATE 11-16-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. 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
cl) .00
c2) 46 , 044.06
c3) .00
c4) .00
c5) 267,639.78
c6) .00
c7) .00
cs)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
313,683.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
21,404.62
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 44 3 .00
11. Total Deductions C11) 71 .R47-67
12. Net Value of Tax Return ( 12) 291 , 836.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •00
14 Net Value of Estate Subject to Tax (14) 291,836.22
.
NOTE: If an assessment was issued previously, l ines 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 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) • 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 (18) 291,836.22 X 15 = 43,775.43
19 Principal Tax Due C19)= 43,775.43
.
~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-10-2008 CD010505 1,473.68 28,000.OQ,,
06-01-2009 CD011300 .00 14,301.79
TOTAL TAX CREDIT 43,775.47
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. .00
TOTAL DUE .04CR
IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
o RFFIIND_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)