HomeMy WebLinkAbout01-15-10- . J!LD_~ICE_QF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRA~SEMEN'C, /1kIL~.WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OFr ;1~EDUrTIONS' /fiND ASSESSMENT OF TAX REV-1547 EX AFP Q2-09)
PO BOX 280601 •_ - v ._„ ; ~,:, , , ~ _. _
HARRISBURG PA 17128-0601
Z~~Q,l~~ ~ cJ ~~ ~~~ 3~j DATE 01-13-2010
ESTATE OF MOWERY BETTY W
C~~~~ C DATE OF DEATH 02-16-2009
(~~~~-f~~~~ ~~~~T FILE NUMBER 21 09-0197
~~~;~~~~~ ~;'~~~ ~~ ~ COUNTY CUMBERLAND
ROGER B IRWIN ESQ ACN 101
IRWIN & MCKNIGHT APPEAL DATE: 03-14-2010
6 0 W P O M F R E T S T (See reverse side under Objections )
CARLISLE PA 17013 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 ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOWERY BETTY WFILE N0.:21 09-0197 ACN: 101 DATE: 01-13-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 188, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .~~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 52 3,667.34
6. Jointly Owned Property (Schedule F) (6) 5 0.14
7. Transfers (Schedule G) (7) 145,018.00
8. Total Assets (8) 856 , 735.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 65.47 2.37
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO)_ 1,5 39.75
11. Total Deductions C11) 67,012.12
12. Net Value of Tax Return (12) 789,723.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Sub3ect to Tax (14) 789,723.36
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 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 789.72~.~6 X 045 = 35,537.55
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) .00 X 15 - .00
19. Principal Tax Due (19)= 35,537.55
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-15-2009 CD011252 1,526.32 29,000.00
07-20-2009 CD011507 .00 5,011.28
TOTAL TAX PAYMENT 35,537.60
BALANCE OF TAX DUE .05CR
INTEREST AND PEN. .00
TOTAL DUE .05CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~.~