HomeMy WebLinkAbout05-27-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~',.~ '~'' ~ DfOTY~~E OF INHERITANCE TAX
;/kPPI~AhSEMENT, ALLOWANCE OR DISALLOWANCE
v ` O~~;DE~yCTIONS AND ASSESSMENT OF TAX
2(10~~t'~Y 27 P~1 1= 48
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MARLIN R MCCALEB ESrQf t~, ~ ~ '~~`
M R MCCALEB LAW OFCS
PO BOX 230
MECHANICSBURG PA 17055
REV-1547 EX AFP C06-05)
DATE 05-26-2008
ESTATE OF MEGLIO JOSEPH
DATE OF DEATH 06-14-2007
FILE NUMBER 21 07-0620
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-25-2008
(See reverse side under Objections)
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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLDWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MEGLIO JOSEPH FILE N0. 21 07-0620 ACN 101 DATE 05-26-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 78,986.66
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 43, 068.00
8. Total Assets (g) 122, 054.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
23,222.26
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 280.03
11. Total Deductions C11) 23.502.29
12. Net Value of Tax Return C12) 98,552.37
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule J) (13) .00
14. Net Value of Estate Subject to Tax C14) ~ 98,552.37
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 98,552.37 X 045 = 4,434.86
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) •00 X 15 _ .00
19. Principal Tax Due C19)= 4,434.86
rex raFnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-14-2007 CD008684 221.74 4,500.00
03-14-2008 CD009407 .00 134.96
TOTAL TAX CREDIT 4,856.70
BALANCE OF TAX DUE 421.84CR
INTEREST AND PEN. .00
TOTAL DUE 421.84CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (8-68)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
Joseph Meglio
INHERITANCE TAX
EXPLANATION
OF CHANGES
2107-0620
REVIEWED BY ACN
Sandra J Eslinger 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
J 2 Changed tax rate from 15 percent to 4.5 percent since agranddaughter -in- law is a lineal
beneficiary.
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