HomeMy WebLinkAbout10-16-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES , rt "pp~p~~,4I~EM,FNT,,,, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION Tt1 ` ` D,~IIU'GTIIINS AND ASSESSMENT OF TAX
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HARRIS@URG PA 17128-0601 REV-1547 EX AFP (01-04)
Z~~~ ~~' ~ ~ '~ ~+ ~~ DATE 10-12-2009
ESTATE OF MARKLEY FRED A
,,1 ~;-~•,~ ;-~,°- DATE OF DEATH 07-28-2008
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~~~ _ ,i r~ , r,~, j~T FILE NUMBER 21 08-0830
E -_ _ _ - ~ ~ -gin COUNTY CUMBERLAND
SAMUEL L ANDES ~~ - `
ACN 101
525 N 12TH ST APPEAL DATE: 12-11-2009
L E M O Y N E P A 17 0 4 3 (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 -r- RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARKLEY FRED A FILE N0. 21 08-0830 ACN 101 DATE 10-12-2009
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) (1) 127,500.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,Q 0 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0 0 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) 123, 077.99
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 39, 047.24
s. Total Assets Cg) 289, 625.23
APPROVED DEDUCTIONS AND EXEMPTIONS: 51,802.52
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.041.5 0
11. Total Deductions C11) 53....844 _ 02
12. Net Value of Tax Return (12) 235,781.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •0 0
14. Net Value of Estate Subject to Tax C14) 235, 781.21
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) • 00 X 045 . . 00
17. Amount of Line 14 at Sibling rate C17) 74,227.07 X 12 = 8,907.25
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 161 , 554.14 X 15 = 24, 233.12
19. Principal Tax Due C19)= 33,140.37
TAY f`DCf1TTQ.
PA N
DATE REC IPT
NUMBER DISCOU C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-21-2008 CD010434 1,578.95 30,000.00
04-29-2009 CD011178 .00 1,561.42
10-05-2009 SBADJUST .DO .21
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 33,140.37
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" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)