HomeMy WebLinkAbout05-28-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MARLIN R MCCALEB
PO BOX 230
219 E MAIN ST
MECHANICSBURG
NOTICE OF INHERITANCE TAX
,. ~, ,_
APP~RlIi'~'~~M~NTy ~A~LLOWANCE OR DISALLOWANCE
0~ DEDUCT,~EIMS AND ASSESSMENT OF TAX
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
~~~~ ~~Y ~$ ~~ ~; ~ ~ DATE 05-24-2010
ESTATE OF WHITE DOROTHY M
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C~ ~~ DATE OF DEATH 04-21-2009
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d~P~"~,~ ~~~~~ FILE NUMBER 21 09-0420
~~~R~nI ~~`~,, ~~ P~
~ COUNTY CUMBERLAND
r ACN 101
APPEAL DATE: 07-23-2010
(See reverse side under Objections)
PA 17055 Amount Remitted 1
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WHITE DOROTHY MFILE N0.:21 09-0420 ACN: 101 DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) 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) (2) ,Q Q credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 6 2,6 8 0.3 7 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 936,337.60
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 999 , 017 .97
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5 3.4 36.2 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,611.6 5
11. Total Deductions C11) 57, 047.91
12. Net Value of Tax Return (12) 941 , 970.06
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 941 , 970.06
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.
ASSESS MENT 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) 941.970.06 x 045 = 42,388.65
17. Amount of Line 14 at Sibling rate C17] .0 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 (19)= 42,388.65
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-20-2009 CD011504 2,105.26 40,000.00
01-19-2010 CD012241 .00 283.39
TOTAL TAX PAYMENT 42,388.65
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.