HomeMy WebLinkAbout05-17-10NOTICE OF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES -~~~~~{'OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ^ ~'Qf" -~I'~;~"DUC~`kiO~S AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 i'4.L'~.:riv ~ ~.; ~ ~.. $i.;...,
HARRISBURG PA 17128-0601
~Q~Q ~~'~ ~ ~ P~ 2; ~~ DATE 05-10-2010
ESTATE OF MEARKLE PEARL F
~~~~~~~ DATE OF DEATH 11-29-20108
~~~,~ ~~~~T FILE NUMBER 21 08-121,,32
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JAMES M ROBINSON ~~~~~"~~}'i1-,,,y`~ ~='-~`; ,}~ ACN 101
TURD LAW OFFICES APPEAL DATE: 07-09-2010
2 8 S P ITT S T (See reverse side under Objections )
CARLISLE PA 17013 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 E-~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MEARKLE PEARL FFILE N0.:21 08-1232 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) •0'0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 Q 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) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) .0 0
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,8 81.10
11. Total Deductions C11) 7,881.10
12. Net Value of Tax Return C12) 7,881.10-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 189,245.66
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) .00 X 00 •= .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 189.245.66 x 045 8,516.05
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 •- .0 0
19. Principal Tax Due Ci9)= 8,516.05
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-25-2009 CD010941 425.80 8,427.16
07-13-2009 SBADJUST .00 .0',1
TOTAL TAX PAYMENT 8,852.97
BALANCE OF TAX UE 336.92CR
INTEREST AND PEN. .00
TOTAL DUE 336.92CR
* 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.