HomeMy WebLinkAbout07-06-10,.~1.0 ~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ n~_~~~~ - ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r '~ ~
PO BOX 2sos®1 ~~~_~- ~~ D ONS AND ASSESSMENT OF TAX
HARRISBURG PA 17125-0601
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GERALD J SHEKLET9X~I~s~~='~~
414 BRIDGE ST
PO BOX E
NEW CUMBERLAND PA 17070
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-04)
DATE 06-28-2010
ESTATE OF MUNDORF LOIS J
DATE OF DEATH 11-25-2009
FILE NUMBER 21 09-1116
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-27-2010
(See reverse side under Objections )
Auount Re~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALO~t6 THIS LINE ~- RfTAIN LOWER PORTION FOR YOU~t
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REV-1547 EX AFP E12-09) NOTICE OF INHERITANCE TAX APP - - - - -!.. r r. - - - - - - - - - - - - -
RAISE,NENT, ALLOWANCE - - - - - - - - - - - - - - - - -
t1R
DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OFs MUNDORF LOIS JFILE N0.:21 09-1116 ACN: 101 DATE: 06-28-2010
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TAX RETURN WAS: C X) ACCEPTED AS FILED C )
~ CHANti:ED
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APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN ~~
1. Real Estate (Schedule A) cl) 139,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSch#dule B) C2) 4,37 0.75 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the uRper portion
of this form with your
4. Mort9a9es/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6,5 00.0 0
6. Jointly Owned Property (Schedule F) ((,) 13, 995.81
7. Transfers (Schedule 6) (7) .0 0
8. Total Assets cs) 163 , 866.56
APPROV ED DEDUCTIONS AND EXENRTIONS:
4. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) cg) „~ _3~,:,6,F; .64
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 56 2.7 6
11. Total Deductions cll) 15,215.40
12. Net Value of Tax Return C12) 148,651.1.6
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) C13) .0'0
14. Net Value of Estate Subject to Tax C14) 148, 651 . lb
NOTE: If an assessuent was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19 will
reflect figures that include the total of ALL retuhn s 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 C16)~ 1 ~~.Ar1,`6 X 045 = 6,689.3,0
17. Amount of Line 14 at Sibling rate C17) _D O X 12 = .0''0
18. Amount of Line 14 taxable at Collateral/Class B rat. C1s) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 6, 689.30
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-26-2010 CD 1 528 .00 6,689.30
TOTAL TAX PAYMENT 6,689.30
BALANCE OF TAX DUE .00
INTEREST AND PEN. .Q0
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.
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