HomeMy WebLinkAbout08-07-09COMMONWEALTH OF PENNSYLVANIA
.DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES gpPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -bF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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KELLI E KISHBAUGH~
1900 BECKLEY DRIVE
NEW CUMBERLAND PA 17070
DATE 08-03-2009
ESTATE OF MELLINGER GLENDA M
DATE OF DEATH 12-12-2008
FILE NUMBER 21 09-0023
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-02-2009
(See reverse side under Objections)
Amount Remitted --~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C0 COURT HOUSE
CARLISLE, PA, 17013
CUT ALONG THIS LINE ---- --) RETAIN LOWER PORTION FOR YOUR RECORDS !'-
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MELLINGER GLENDA M FILE N0. 21 09-0023 ACN 101 DATE 08-03-2009
TAX RETURN WAS: (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) 12 8,830.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 158,411.04 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 16,620.00
6. Jointly Owned Property (Schedule F) (6) 35,688.87
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 339,549.91
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 3,884.06
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 24 .9
11. Total Deductions (11) 3.909.01
12. Net Value of Tax Return (12) 335, 640 .90
13. Charitable/Governmental Bequests; Nan-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subaect to Tax (ly) 335,640.90
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 (16) 335, 640.90 X 045 _ 15, 103.84
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
rex r•ocnrrc. (19)= 15, 103.84
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-10-2009 (0010982 755.19 14,348.65
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 15,103.84
BALANCE OF TAX DUE .DO
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)