HomeMy WebLinkAbout08-15-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 28D601
WIRRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NUTICE'OF INHERITANCE TAX
APPRAISEMENT,:~ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
(~ ~~ `. _
BRETT B WEINSTEIN ESQ'
WEINSTEIN LAW OFFICE
705 W DEKALB PIKE
KNG OF PRUSSIA PA 19406
DATE 08-11-2008
ESTATE OF MULLENIX JOHN C
DATE OF DEATH 02-27-2008
FILE NUMBER 21 08-0560
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-10-2008
(See reverse side under Objections)
Amount Remittedr
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ -1 R_ETA_IN LOWER PORTION FOR YOUR RECORDS F-" _ _______________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MULLENIX JOHN C FILE N0. 21 08-0560 ACN 101 DATE 08-11-2008
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)
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
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
00 submit the upper portion
C3) . of this form with your
I4) .00 tax payment.
c5) 127.78
c6) 60,611.50
~7) 391,292.79
C8) 452, 032.07
APPROVED DEDUCTIONS AND EXEMPTIONS: 6r748.32
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 14 0.18
11. Total Deductions X11) 6.888.50
445, 143.57
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-sleeted 9113 Trus ts (Schedule .1) C13) .00
Tax
bj
t t
t
t
S
f E C14) 445, 143.57
14. ec
o
s
a
e
u
Net Value o
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) 445, 143.57 X 045 = 20, 031 .46
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19 Princi
al Tax Due (19)= 20,031.46
. p
~~`PAYMENT~
DATE RECE PT
NUMBER SCOUNT (+
INTEREST/PEN PAID C-) AMOUNT PAID
05-21-2008 CD009773 1,001.57 19,029.89
TOTAL TAX CREDIT 20,031.46
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ^~
r
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)