HomeMy WebLinkAbout07-24-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE ~[Yl~ '.I1~HER,,IZAN[:E TAX.
APPRAISEMENT, ,~p~LL'OWAN!~Cfi~ OR ;b'~.SdLiJ=OWANCE
OF DEDUCTI0~1;$;~ND,r,A'~SfSSME,FIT,.OF TAX
. f J'' ~ i 1-' .~
REV-1547 EX AFP (O1-D9)
07-20 -2009
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S Q~~ MULLER MELINA M
DATE OF DEATH 06-05-2008
C~-~'~~"~'+~'`E NUMBER 21 08 - 0635
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;~' CUMBERLAND
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NE I L W YAHN ESQ s
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~'r ` 4,'~QI~"' ~~ 101
JAMES ETAL ~~ APPEAL DATE: 09-18-2004
(See reverse side under Objections
13 4 S I P E AV E N U E
HUMMELSTOWN PA 17036 Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~°- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _ ______________
^
REV-1547 EX AFP CO1-09~ NOTICE OF IN HERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MULLER MELINA M FILE N0. 21 08-0635 ACN 101 DATE 07-20-2009
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) C1) 230,409.20 NOTE: To insure proper
Stocks and Bonds (Schedule B)
2 C2) 126,544.84 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1 0,4 31.1 6
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
s. Total Assets Cg) 367, 385.20
APPROVED DEDUCTIONS AND EXEMPTIONS: 24,264.05
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2 9,164 .5 2
11. Total Deductions C11) ~;'42S'~~
313, 956.63
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 313, 956.63
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) 313, 956.63 X 045 = 14, 128.05
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) •0 0 X 15 .0 0
19.
T~ V l.A Principal Tax Due
rTT TA _ C19)= 14, 128.05
A~M NT~
DATE RECE PT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-05-2009 CD010969 .00 14,128.05
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 14,128.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CGR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)