HomeMy WebLinkAbout01-08-10NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ;_ _,,. ,.,_,..,-r., .~~ .,,[
INHERITANCE TAX DIVISION !-s' ~ -`';!~_; ,a F-',u~q~~(GTION$ AND ASSESSMENT OF TAX
PO BOX 280601 ,~
HI-RRISBUR6 PA 17128-0601 -~r i ~~ ~ ,i ~~
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1147 EX AFP (12-09)
DATE 12-28-2009
2OI0 ,JAN 'S PP9 I ~ I E? ESTATE OF MULGREW PATRICIA
DATE OF DEATH 12-14-20'08
O~E~~~~~ FILE NUMBER 21 08-1268
ORPHAN ~ ~O~ ~~T
SUSAN J HART COUNTY CUMBERLAIND
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DUNCAN
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- - APPEAL DATE: 02-26-2010
l I R V I N E ROW (See reverse side under Objections )
CARLISLE PA 17013 Anount Re®itted~
MAKE CHECK PAYABLE AND~REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANICE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MULGREW PATRICIA FILE N0 .:21 08-1268 ACN: 101 DATE: 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) C1) •Qp NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) •Q(~ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .Um submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) of this form with your
C4) •Q~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 108,212.38
6. Jointly Owned Property (Schedule F) (6) .OQ
7. Transfers (Schedule G) (7)_ 257,812.7$
s. Total assets (B) 366 , 025.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) .91ft_F;
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11,522.9
11. Total Deductions C11) 37,441.49
12. Net Value of Tax Return (12) 328,583.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 209,369.77
14. Net Value of Estate Subject to Tax (14) 119,213.88
NOTE: If an assessoent was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/'or 16,'17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) . 00 X 00 = . DO
(16) ~ OD x q45 = . 00
(17) 119. x.88 x 12 = 14,305.67
(ls) .00 X 15 = .00
(19)= 14,305.67
_~~ Re~eiri DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-30-2009 CD011423 .00 14,305.67
TOTAL TAX PAYMENT 14,305.67
-~,
BALANCE OF TAX DUIE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CRET{1IT" (CR), YOU MAY BE D~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS f~ORM FOR INSTRUCTIONS.