HomeMy WebLinkAbout05-21-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES t~`
INHERITANCE TAX DIVISION -` OF~,~' CTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-17-2010
ESTATE OF MAUGANS MARGARET M
DATE OF DEATH 10-15-2008
FILE NUMBER 21 08-1271
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-16-2010
(See reverse side under Objections )
Amount Remitted l
MAKE CHECK PAYABLE AND REMIT PAYMENTI T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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: MAUGANS MARGARET MFILE N0.:21 08-1271 ACN: 101 DATE: 05-17-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
199, 000.00
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) 14, 129.00
6. Jointly Owned Property (Schedule F) C6) 3, 574.44
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 216,703.92
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 21,3 0 3.4 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 96, 116.65
11. Total Deductions C11) 117,420.07
12. Net Value of Tax Return C12) 99,283.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 99,283.85
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) 62,854.70 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 34 , 641.93 x 045 = 1 , 558 .89
17. Amount of Line 14 at Sibling rate C17) 1 .787.22 X 12 ~ 214.47
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 1,773.36
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-30-2009 CD011926 .00 402.96
INTEREST IS CHARGED THROUGH 06-01-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 402.96
BALANCE OF TAX DUE 1,370.40
INTEREST AND PEN. 60.55
TOTAL DUE 1,430.95
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE E v,\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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:` DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Maugans, Margaret M. 2108-1271
REVIEWED BY ACN
Daniel Heck 101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Disclaimers for an estate have to be filed within 9 months form the decedent's date of
death to be effective. The disclaimer for the mother was filed part the 9 months period and
is not effective for the estate. The spouse receives the first $30,000.00 and 1/2 of the
remaining estate and is taxed at the 0% spousal tax rate. The mother receives the other
remaining 1/2 of the estate and is taxed at the 4.5% lineal tax rate.
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