HomeMy WebLinkAbout07-06-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX QIVISION
PO BOX 280601
HARRISBIBt6 PA 17128-0601
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JAMES W KOLLAS
STE 104
1104 FERNWOOD AVE
CAMP HILL PA 17011
DATE 06-21-2010
ESTATE OF MELVIN MARY R
DATE OF DEATH 07-20-2009
FILE NUMBER 21 09-0932
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-20-2010
(See reverse side under Ob~ec~ons
Auount Reultted
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 ~
_ _
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISENIENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MELVIN MARY RFILE N0.:21 09-0932 ACM: 101 DATE: 06-21-2810
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) C2) .0 0 credit to your acicount,
° 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) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 25, 915.68
6. Jointly Owned Property (Schedule F) C6) 8,876.60
7. Trsnsfers (Schedule 6) C7) .0 0
8. Total Assets C8) 34,792.218
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchadule H) Cg) 8.D 2 1.23
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 36: 0.38
11. Total Deductions C11) 8, 381 .61
12. Net Value of Tax Return C12) 2b,410.6
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 26,410. b7
NOTE: if an ass.ss~ent 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C 16) __26 .41 D _ 67 x 045 ° 1,188.41
17. Amount of Line 14 at Sibling rate C17) _0 D X 1 2 = .0 p
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 ~ .0 p
19. Principal Tax Due C19)° 1,188.413
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-19-2010 CD012496 .00 1,188.48
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 1,188.48
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A '•CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS