HomeMy WebLinkAbout05-21-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MATTHEW A MCKNIGHT
IRWIN 8~ MCKNIGHT
60 W POMFRET ST
NOTICE OF INHERITANCE TAX pennsy van~a ~
PP;R~E;MENT,-~tNCE OR DISALLOWANCE DEPARTMENT OF REVENUE
dF'•_D'EtJ1t~T'IgNS;"A~b ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
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~~~~ ~~Y ~ ~ ~ ~~~ ~ ~ ESTATE OF ADAMS-2010 MARLIN C
DATE OF DEATH 11-26-2008
" ~~ FILE NUMBER 21 08-1224
' ~"~'+~~ ~,~~.1R7 COUNTY CUMBERLAND
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Lit1~`r,~-,° ' '~.. ~ ~ ~,~ ~}~. ACN 101
A
CARLISLE PA 17013
APPEAL DATE: 07-16-2010
(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 RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ADAMS MARLIN (FILE N0.:21 08-1224 ACN: 101
-----------------
OR
DATE: 05-17-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 124,900.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2)
.0 0
r,redit 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 ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,9 4 6.5 8
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (s) 130 , 846.58
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 12.4 0 3.8 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 134,389.55
11. Total Deductions C11) 146,793.37
12. Net Value of Tax Return C12) 15,946.79-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedul e J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 15,946.79-
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) .0 0 x 0 4 5 = .0 0
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 C19 )= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .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.