HomeMy WebLinkAbout07-06-10..,r..ti{-~. ,~„ ~-,N .;~"'OF INHERITANCE TAX
~}; ~.A `~' ~ $t~M ~ ~~ALLOWANCE OR DISALLOMIANCE
BUREAU OF INDIVIDUAL TAXES ~~-~-.~•~ ,~ }~'
INHERITANCE TAX DIVISION ~~.~~J~~.~D~'C~:I:ONS AND ASSESSMENT OF TAX
PO dtDf 240681
HARRISdINtS PA 17124-0601
2Q10 JUL. -6 PM 2~ ~0
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C~RF'HA1~ S GflURT
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ROBERT D KAT2ENM0
2309 PERKIOMEN AVE
READING PA 19bOb
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 0b-21-2010
ESTATE OF MCHALE MARY A
DATE OF DEATH Db-10-2009
FILE NUMSE~t 21 09-0588
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-20-2010
(See reverse side under Objections)
Amount Re~itted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETALN LOWER PORTION FOR YOU'.R RECORDS ~
r r r r r r r r r r r r r r r r r r
r r r r r r r r r .. r r r r r r r r r r r r r r r r r~ r r r r r r r r r r rr r r r r r r r r r r r r r r r r r r r r r r r r r r ar r r~ r r r
REV-1547 EX AFP C12-09~ 1!hTICE OF INHERITANCE TAX APPRAISR~Ii~NT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OFs MCHALE MARY AFILE w0.:21 09-0588 ACN: 101 DATE: Ob-21-2D10
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) GHAN6ED
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 account,..
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .0 0
C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. CashlBank Deposits/Misc. Personal Property (Schedule E) C5)~, 13, 907.81
6. Jointly Owned .Property (Schedule F) C6) .0 0
7. Transfers (schedule G) (7)_ ~ b, 173.96
8. Total Assets C8) 20 , 081.77
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Misc. Expenses (Schedule H) Cg). 1 4.2 0 2.1 1
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 65,333.72
C11) 79,535.83
11. Total Deductions 59,454.Ob-
12. Net Value of Tax Return C12)
13. Charitable/Governmental $equests; Non-elected 9113 Trusts (Schedule J) C13)
14. Net .Value of Estate Subject to Tax C14) 59,454.06
NOTE: If an assess~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 C16) _a 4 X 04 5 " .0 0
17. Amount of Line 14 at Sibling rate C17) _0 0 X 1 2 ~ .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 = .0 0
~~~~
19. Principal Tax Due C14 ?'~ ' 00
TrY f`QCIITTC.
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 EE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~,n