HomeMy WebLinkAbout06-06-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
G~.ER< C)F
LINDA MEHRING KRUGERCU~S' ~r, -~~~' P~
400 SUMMIT RD
NEW CUMBERLAND PA 17070
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
--~~ i ~ ~;-~ ~~f~-TiCE;.OF INHERITANCE TAX
` A~pFUYILS~IN~~~y~'.,'.ALLOWANCE OR DISALLOWANCE
," ~11;DEAU~TIONS AND ASSESSMENT OF 'TAX
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REV-1547 EX AFP C06-05)
DATE 06-03-2008
ESTATE OF MEHRING ROBERT T
DATE DF DEATH 05-10-2007
FILE NUMBER 21 07-0478
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ZQIIB JUN -6 Pt912~ 18
CUT ALONG THIS LINE -• RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MEHRING ROBERT T FILE N0. 21 07-0478 ACN 101 DATE 06-03-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 229,881.80
2. Stocks and Bonds (Schedule B) (2) 236,833.24
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 80,52 3.16
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets CS)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
547,238.20
APPROVED DEDUCTIONS AND EXEMPTIONS: 15,972.12
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens [Schedule I) C10) .00
11. Total Deductions (11) 15.972.12
12. Net Value of Tax Return C12) 531,266.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 531,266.08
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 C16) 523,266.08 X 045 = 23,546.97
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 8,000.00 X 15 = 1,200.00
19. Principal Tax Due C19)= 24,746.97
TAY f QCTTTC
~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-10-2007 CD008535 1,052.63 20,000.00
03-19-2008 CD009432 6.09- 3,700.43
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-20-2008 TOTAL TAX CREDIT 24,746.97
BALANCE OF TAX DUE .00
INTEREST AND PEN. 20.86
TOTAL DUE 20.86
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)