HomeMy WebLinkAbout05-17-10 NOTICE 4lF INHERITANCE TAX pennsylvanla
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION .,
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ASSESSMENT OF TAX REY-1547 EX AFP C12-09>
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HARRISBURG PA 17128-0601
2~~~~A~ ,~ ~ 2~ 3J DATE 05-10-2010
ESTATE OF MECKLEY MADALENE M
~~~~~ ~~ DATE OF DEATH 05-16-2009
O~~t~~~,~~~~I~~T FILE NUMBER 21 09-0499
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(;t;*'"~~ COUNTY CUMBERLAND
JEAN D SEIBERT .
n ACN 101
WION ETAL APPEAL DATE: 07-09-2010
10 9 L 0 0 0 S T S T (See reverse side under Objections )
HBG PA 17101 Amount Remitted- ~l
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~--1 RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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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: MECKLEY MADALENE MFILE N0.:21 09-0499 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
(I) 52,500.00
(z) 328, 063.45
(3) .00
(4) .00
(5) 24,572.13
(6) .00
C7) 7,004.58
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
($) 412, 140.16
(y) 21.763.23
(lo) 823.04
11. Total Deductions (11) 22,586.27
12. Net Value of Tax Return (12) 389,553.89
13. Charitable/Governmental Bequests; Nan-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 389,553.89
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 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 389.~F:3.89 X 045 - 17,529.93
17. Amount of Line 14 at Sibling rate C17) .00 X 1 2 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 17,529.93
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
X08-11-2009 CD011619 876.50 17,442.00
TOTAL TAX PAYMENT 18,318.50
BALANCE OF TAX DUE 788.57CR
INTEREST AND PEN. .00
TOTAL DUE 788.57CR
* 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..
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