HomeMy WebLinkAbout04-23-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~','~ ~, OF~:-D ~yACTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~' ~~.,~'"~`",
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HARRISBURG PA 17128-0601 -
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EARL RICHARD ET~~ ~;~~!_~~T
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105 N FRONT ST
HARRISBURG PA 17101
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-19-2010
ESTATE OF MELLINGER JR IRA C
DATE OF DEATH 05-03-2008
FILE NUMBER 21 08-0614
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-18-2010
(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 ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MELLINGER JR IRA (FILE N0.:21 08-0614 ACN: 101 __________
OR
DATE: 04-19-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 137, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 6, 104.80 ~=redit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.0 0 of this form with your
•tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 16,478.60
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 159.583.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y)_ 17 , 325.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 29,847.99
11. Total Deductions C11) 47, 173.67
12. Net Value of Tax Return C12) _ 112,409.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 10 2,4 0 9.7 3
14. Net Value of Estate Subject to Tax C14) 10, 000.00
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 d ate.
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 (16) .~ 0 x 0 4 5 =' .0 0
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 10,000.00 X 15 = 1,500.00
14. Principal Tax Due C19)=' 1,500.00
TAX CREDITS: -
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-21-2009 CD011142 .00 1,500.00
i+~~rn~.~ yr u~~r,atu to ~ trots I /t'tNAL I Y AS OF 04-22-2009
TOTAL TAX PAYMENT 1,500.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 15.82
TOTAL DUE 15.82
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~'~,'~~~~
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