HomeMy WebLinkAbout01-08-10NOTICE OF INHERITANCE TAX pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~ ~' ' ~~~~'~~M~~C~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ ~~, DE~.~C~'ION$ AND ASSESSMENT OF TAX
PO BOX 280601 ~t ~ ,, ,~ ,,~ REV-1547 EX AFP (12-09)
HARRISBURG PA 17128-0601 `'' ~`~' - ~-
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ALFRED L WHITCO~3~,'r `~?~ ?('` ,`` `'; ~~
WHITCOMB TAX SERVICE
43 W MAIN ST
MECHANICSBURG PA 17055-6262
DATE 12-28-2009
ESTATE OF METZGER EDWIN S
DATE OF DEATH 01-05-2009
FILE NUMBER 21 09-0032
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-26-2010
(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 ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS E~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: METZGER EDWIN SFILE N0.:21 09-0032 ACN: 101 DA
TE: 12-28-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 168, 300
00
2. Stocks and Bonds (Schedule B) . NOTE: To ensure proper
C2) .Q 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
0 0 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
214,827.78 tax payment.
6. Jointly Owned Property (Schedule F) (g) .0 0
7. Transfers (Schedule G)
(7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ($) 383.127 78
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 5
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .7 g ~_~ ~
1,5 9 3.4 2
11. Total Deductions
12. Net Value of Tax Return C11) 7, 378.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13~ 3 7 5,74 8.8 3
14. Net Value of Estate Subject to Tax .00
c14) 375,748.83
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
,
reflect figures that include the total of ALL returns assessed to
ASS ,
d to and 19 will
ESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 0 0
0 0 =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 37~ .
X
74 .0 0
17. Amount of Line 14 at Sibling rate .
8 . R3 X 045 =
16, 908.70
C17)
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 12
0 0
15 = .00
-
19. Principal Tax Due .
X - .0 0
TAX CREDITS:
c19)= 16, 908.70
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR),
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,DUE