HomeMy WebLinkAbout05-07-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MARLIN R MCCALEB ESQ
219 E MAIN ST
PO BOX 230
r.; {~;,.- ~,~IQ~I~F.~-.;A,E ,N H ER I TAN( E TAX
AP1-A'IS~NT` ~A~ANCE OR DISALLOWANCE
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CLERK
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MECHANICSBURG PA 17055
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-03-2010
ESTATE OF MATTLEMAN ARRAMINDA E
DATE OF DEATH 02-23-2Q09
FILE NUMBER 21 09-0371
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: q7-02-2010
(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
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: MATTLEMAN ARRAMINDA EFILE N0.:21 09-0371 ACN: 101 DATE: 05-03-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 19,364.41
6. Jointly Owned Property (Schedule F) (6) 44, 182.81
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 63,547.22
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cy) 9.4 7 7.5 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 28 7.8 5
11. Total Deductions C11) 9, 765.38
12. Net Value of Tax Return C12) 53, 781.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 53, 781.84
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 53.781.84 X 045 = 2,420.18
17. Amount of Line 14 at Sibling rate (17) .0 ~ X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 2,420.18
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-20-2009 CD011267 100.00 1,900.0
11-17-2009 CD012003 .00 420.18
TOTAL TAX PAYMENT 2,420.18
BALANCE OF TAX Z~UE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. r.•~ ~n