HomeMy WebLinkAbout06-22-12NOTI E OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ,. L ~:1
INHERITANCE TAX DIVISION ,-. --,. Q~,-.~~~~I[xTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~jy-~ ~ . ,, ~ ,,, ~ ~ , ''1__'33
HARRISBURG PA 17128-0601
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ROBERT C SAIDIS CI~IBERt.AND CO., ~~
SAIDIS SULLIVAN ROGERS
26 W HIGH ST
CARLISLE PA 17013-2922
cl) 40,000.00
C2) 25,401.37
C3) 703,200.00
C4) .00
C5) 800.00
C6) .00
Cn .00
CUT ALONG THIS LINE ---- ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOWERY DONN HFILE N0.:21 11-0620 ACN: ln) neTF. nt_,s,_~n,~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens [Schedule I)
Y
pennsylvarna ; . Y`
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11>
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 769,401.37
C9) 35,49 .00
clo) 4,004.56
11. Total Deductions (11) 39,497.56
12. Net Value of Tax Return C12) 729,903.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 729,903.81
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 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 729.9n~ Al x 045 = 32,845.67
17. Amount of Line 14 at Sibling rate (17) .n0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= 32,845.67
TAX CREDITS:
~•+~~~_~.~ rce~tar, DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-12-2011 CD014698 1,052.63 20,000.00
01-12-2012 CD015450 .00 11,793.07
TOTAL TAX PAYMENT 32,845.70
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
DATE 06-18-2012
ESTATE OF MOWERY DONN H
DATE OF DEATH 04-12-2011
FILE NUMBER 21 11-0620
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-17-2012
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
* 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. M