HomeMy WebLinkAbout01-25-10
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ELIZABETH P MULLAUGH
MCNEES ETAL
PO BOX 1166
NOTx.C.E1-0 r INHERITANCE TAX
~- ~, ~ ~,~ pennsy van~a ~
~'':~~,~5'~~"~~+~I`Tr AL•L.OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
-OFD ~~DUC~TI+QNS`~AND ASSESSMENT OF TAX
~. ~.. ~ REV-1547 EX AFP C12-09)
Z~~O J 25 P~ ~~ ~2
f `/ {'`,
~,~.C~ . ,
~ 4.` l..
HBG PA 17108-1166
DATE 01-19-2010
ESTATE OF MOWERY MARY J
DATE OF DEATH 02-28-2009
FILE NUMBER 21 09-0219
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-20-2010
(See reverse side under Objections)
Amount Remitted '~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ~"~ - R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~
_
_
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOWERY MARY JFILE N0.:21 09-0219 ACN: 101 DATE: 01-19-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
0 0
2. Stocks and Bonds (Schedule B) .
C2) 6 8 3.9 0 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
0 0 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) .
C5) 230, 136.64 tax payment.
6. Jointly Owned Property (Schedule F) C6) 111, 180.40
7. Transfers (Schedule G) C7) 426, 210.68
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 768,211 62
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 20
10. Debts/Mortgage Liabilities/Liens (Schedule I) C9)_
.469.70
C10) 2,6 71.2 2
11. Total Deductions
12. Net Value of Tax Return C11) 23, 140.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 74 5,0 70.7 0
14. Net Value of Estate Subject to Tax C13) .0 0
c14) 745, 070.70
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflect figures that include the total of ALL
ASS ,
returns assessed to ,
d to and 19 will
ESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 0 0
0 0 =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .
X
7
070 • 00
17. Amount of Line 14 at Sibling rate .
70 x 045 =
33, 078.19
c17)
18. Amount of Line 14 taxable at Collateral/Class B rate C18) _ oo x 12
10,000.00 X 15 = . 00
= 1
50
19. Principal Tax Due ,
0.00
TAX CREDITS:
c19)= 34, 578.19
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-27-2009 CD011287 1
258
50
,
. 23,911.50
INTEREST IS CHARGED THROUGH 02-03-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 25,170.00
BALANCE OF TAX DUE 9,408.19
INTEREST AND PEN. 77,72
TOTAL DUE 9,485.91
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR),
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.DUE
REV-1470 EX (6Q8)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Mary Jane Mowery
REVIEWED BY
Anita McCully
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2109-0219
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F 2 3 4 Accounts that were made joint within one year of the decedent's death are considered
' ' ' transfers, are fully taxable to the survivor and are correctly reportable on schedule G. The
5 & 6 $3,000 exclusion has been applied to the value of this item. Section 9107
Act provides that a transfer made within one 1 (c) (3) of the 1995
( )year of the death of the transferor is
subject to tax only to the extent that the value of the transfer exceeds $3,000 during any
calendar year.
Row Page 1