HomeMy WebLinkAbout02-19-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX Pennsylvania ~
'.A~~R'Al'SEj~fiEN3`'' iALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF REDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-o9~
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THOMAS P GACKI C ~ ~- r~ ~,~`
ECKERT ETAL
213 MARKET ST 8TH FLR
HARRISBURG PA 17101
DATE 02-15-2010
ESTATE OF MORGAN MARTHA J
DATE OF DEATH 10-06-2008
FILE NUMBER 21 08-1016
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-16-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG-THIS LINE -) RETAIN LOWER PORTION FOR YOUR
--------- ------------------------------------------------- -RECORDS F- _
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEM
ENT, ALLOWANCE -------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: MORGAN MARTHA JFILE N0.:21 08-1016 ACN: 101 DATE: 02-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 137,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
1,513.80
credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) .00 submit the upper portion
of this form with
your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 58,4 39.99
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 40,332.04
8. Total Assets (8) 237 , 785.83
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 34.780.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,288.2 8
11. Total Deductions (11) 41,069.22
12. Net Value of Tax Return (12) 196,716.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .00
14. Net Value of Estate Subject to Tax C14) 196,716.61
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 (15) .0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 196. 716.61 x 045 = 8,852.25
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .00
19. Principal Tax Due (19)° 8,852.25
TAX CREDITS:
PAYMENT RECEIPT I DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-06-2009 CD011438 .00 9,245.00
TOTAL TAX PAYMENT 9,245.00
BALANCE OF TAX DUE 392.75CR
INTEREST AND PEN. .00
TOTAL DUE 392.75CR
'1
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DU~ ~-/
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.