HomeMy WebLinkAbout07-30-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUzAL'_TAXES" '!~~-~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION'- '. ' ~bF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 . ,._ .. . ' ~ ~ -
HARRISBURG PA 17128-0601
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EDWARD P~,~E~EBER ESQ
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555 GETTYSBURG PIKE
MECHANICSBURG PA 17055
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REV-1547 EX AFP t12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOWERY RICHARD SFILE N0.:21 05-0232 ACN: 101 DATE: 07-26-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 04
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
pennsylvania ~~
DEPARTMENT OF REVENUE
REV-1547 EX AFP 1;12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 9 , 950.44
~9) 30.00
clo) .00
11. Total Deductions C11) 30.00
12. Net Value of Tax Return (12) 9,920.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 51, 136.51
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) 51 , 136 .51 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
DATE 07-26-2010
ESTATE OF MOWERY RICHARD S
DATE OF DEATH 03-03-2005
FILE NUMBER 21 05-0232
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-24-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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 INSTRIJCTIONS.