HomeMy WebLinkAbout04-16-10BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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O~~Hncs~'~ C ~;1RT
MARL I N R MCCAL E~1 ~{~,"~~ ~ `'i ~ ,~'~~ PA.
219 E MAIN ST
PO BOX 230
MECHANICSBURG PA 17055
NOTICE OF INHERITANCE TAX
,;,APRRAkS-C~hFEpti~, ALLOWANCE OR DISALLOWANCE
TAXES . Q~_ tjE'~'U~'I°IONS AND ASSESSMENT OF TAX
. ._ _si. .. ~ ~J, . , .._ _..~
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 04-12-2010
ESTATE OF PATTERSON CAROLE J
DATE OF DEATH 12-05-2008
FILE NUMBER 21 09-0096
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-11-2010
(See reverse side under Objections)
Amount Remitted
MAKE REGISTER OFB WI A SD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
?010 APR { 6 r ~~ 12~ 46
~ RETAIN LOWER PORTION FOR YOUR
--'-"- " ' RECORDS ~ ___
"--------~-------- ___________
CUT ALONG THIS LINE ----------------
R
R
N ALLOWANCE OR
ASSES
REV-1547 EX AFP (12-09~DISALLOWANCE
DEDUCTIONS AND
OF SMENT OF TAX
JFILE N0.:21 09-0096 ACN: 101 DATE: 04-12-2010
CAROLE
ESTATE OF: PATTERSON
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1)
145,000.00 NOTE: To ensure proper
C
Real Estate (Schedule A)
1 118,267.85 credit to your account,
.
C2)
Stocks and Bonds (Schedule B)
2
submit
f thi
'~~
the upper portion
s form with your
.
(3)
Closely Held Stock/Partnership Interest (Schedule C)
3 o
.00 tax pa yment.
.
(4)
Mortgages/Notes Receivable (Schedule D)
4 196,250.12
.
h/Bank Deposits/Misc. Personal Property (Schedule E) C6) .00
5. Cas
intly Owned Property (Schedule F)
J .00
I7)
o
6.
7. Transfers (Schedule G) (8) 459,517.97
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 63,759.03
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
9
1U) 5,084.1 6
.
C
10. Debts/Mortgage Liabilities/Liens (Schedule I) 68,843.19
C11)
390,674.78
11. Total Deductions C12)
12. Net Value of Tax Return C13)
4)
/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
bl .00
390,674.78
e
13. Charita C1
14. Net Value of Estate Subject to Tax
15 and/or 16, 17, 18
and 19 will
NOTE: If an assessment was issued previously, lines 14,
ALL ret urns assessed to date .
reflect figures that include the total of
ASSESSMENT OF TAX:
c15) .00 X 00 = .00
15. Amount of Line 14 at Spousal rate
.00 x 04 5 = .00
Amount of Line 14 taxable at Lineal/Class A rate (1~)
16 .00 X 12 = .00
.
17. Amount of Line 14 at sibling rate 390 , 674 .78 X 15 = 58, 601 .22
f Line 14 taxable at Collateral/Class B rate C18) c19)= 58,601.22
18. Amount o
19. Principal Tax Due
TAX CREDITS: DISCOUNT C+)
T RECEIPT AMOUNT PAID
PAYMEN
INTEREST/PEN PAID (-)
DATE NUMBER
.00 58,601.22
09-04-2009 CD011707
TOTAL TAX PAYMENT 58,601.22
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)S YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.