HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
CC ~'~.""1 ~ -` ~ ( ~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA~~S~ ~' ~~`'' IAgPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -, , "' ~ , ! L,oF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ _ ._7;;.11._
HARRISBURG PA 17128-0601 REY-1547 EX AFP (06-05)
~~~~~~~ ~7 ~~~~' 23 ESTATE OF MECK5-2008 WARREN W
C~~~,,~ ~,~~ DATE OF DEATH 10-25-2007
0~~~~~\,` ~,~~~T FILE NUMBER 21 07-0995
. i~-. r~'} C`~ COUNTY CUMBERLAND
ANDREW C SHE6~~1~~ ",~'S~} '- - . ' r ACN 101
127 S MARKET ST APPEAL DATE: 07-04-2008
PO BOX 95 (See reverse side under Objections)
MECHANICSBURG PA 17055 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 4--
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MECK WARREN W FILE N0. 21 07-0995 ACN 101 DATE 05-05-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) C2) 2,456.30
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 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) C5) 118,155.6 3
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 762, 123.30
8. Total Assets Ig) 882, 735.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
11,357 .50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.183 .53
11. Total Deductions I11) 1 ~i . ~+4 . 0~
12. Net Value of Tax Return I1Y) 867,194.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 867, 194.20
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 C16) 867, 194.20 X 045 = 39, 023.73
17. Amount of Line 14 at Sibling rate C17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due c19)= 39, 023.73
rwv rornTr~.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-11-2008 CD009163 1,951.19 37,450.00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 39,401.19
BALANCE OF TAX DUE 377.46CR
INTEREST AND PEN. .00
TOTAL DUE 377.46CR
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)