HomeMy WebLinkAbout02-06-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DEBORAH M MARCI
4137 KITTATINNY
MECHANICSBURG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,.i- ~-^ `N~I~TCE OF INHERITANCE TAX
`,APPItEF~SEMENT, ALLOWANCE OR DISALLOWANCE
CII~- .DEDUCTID~S AND ASSESSMENT OF TAX
`"`" `~ REV-1547 EX AFP (12-08)
i~Cg ~C~ _6 ~~12. ~ ( DATE 02-02-2009
C ESTATE OF MACRI NICKOLAS
~ ,,,,~ ~,
r ~,
1
,r` ~' ~ ~
~i i• '
DR
PA 17055
DATE OF DEATH 0:5-08-2008
FILE NUMBER 2:L OS-0282
COUNTY CIMBERLAND
ACN 101
APPEAL DATE: 04-03-2009
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND (:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS F-
-------------------- ----------------------------------------------------------------
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF MACRI NICKOLAS FILE N0. 21 08-0282 qCN 101 DATE 02-02-2009
TAX RETURN WAS: (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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11
12
13
14
Total Deductions
Net Value of Tax Return
cl) 1701,000.00
Cz) 95,774.66
C3) .00
C4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Cs) 101,406.61
C6) .00
C7) 75~, 156.02
~$) 351 , 337.29
12,088.19
(9)
ClD) 16:.,697.32
CL1) 98.785.51
c12) 322,551.78
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
C13) ' 00
C14) 322,551.78
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) 322,551.78 X 045 = 14,514.83
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due C19)= 14,514.83
rex rornrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-06-2008 CD010359 .00 14,514.83
TOTAL TAX CREDIT 14,514.83
BALANCE OF 1'AX DUE .00
INTEREST AN:D PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, ND PAYMENT IS REQUIRED. &
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED ~4S A "CREDIT" (CR), YOU MAY BE DUE`
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~J