HomeMy WebLinkAbout07-01-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~rti~~~ •"- ~¢~ 0~.;'INHERITANCE TAX
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INHERITANCE TAX DIVISION S .
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LOWANCE OR DISALLOWANCE
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AND ASSESSMENT OF TAX
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PO BOX 280601 ;
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HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~~~~ ~U~ - ~ P~ ~; 06 DATE 06-30-2008
ESTATE OF MARSICANO MARGARET M
~~~~~ ~ DATE OF DEATH 07-18-1999
,~,~•,T FILE NUMBER 21 05-0713
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~~ COUNTY CUMBERLAND
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CHARLES E SHIELDS „
III ~
ACN 101
6 CLOUSER RD APPEAL DATE: 08-29-2008
MECHANICSBURG PA 17055 (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, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARSICANO MARGARET M FILE N0. 21 05-0713 ACN 101 DATE 06-30-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .00
2. Stooks and Bonds (Schedule B) C2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
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)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
c5) .00
c6) ,48,252.75
~7) .00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
48,252.75
c9) 740.00
clo) .00
C11) 740.00
c12) 47,512.75
Non-elected 9113 Trusts (Schedule J) C13) .00
C14]
113,092.43-
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 C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 47,512.75 X 06 _ 2,850.77
17. Amount of Line 14 at Sibling rate (17) .00 X 00 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due C19)= 2,850.77
TAY /`DCTTTC.
A M NT
DATE RECEIPT
NUMBER D SCOU T (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-04-2008 CD009511 1,466.38- 4,317.15
06-23-2008 SBADJUST .00 1.26
TOTAL TAX CREDIT 2,850.77
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS RE4UIRED.
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.)