HomeMy WebLinkAbout07-06-10NOT ~~,INHERITANCE TAX
u o INDIVIDUAL TAXES -'~~~- '~'~~-~-OWANCE 0R DISALLOWANCE
BUREA F
INlO:RITAMCE TAX DIVISION "~`~C~~~~~ AND A~~~SSMENT OF TAX
PO W1( 280691 ~Ll%1^•.i ~ ~-; ~ "~- ~ _ •.
HARRISBURG PA 17128-0601
ZOiO JUG. -6 P~ 2= 20
C~P~K ~F~.lRT
~P~~ S C~
JOHN J SHORB ESQ ~+~~~~~~'~~~ ~~" ~~
SUSQUHNA CMMRC CTR EAST
221 W PHILA ST STE E6
YORK PA 17401-2994
per~nylvan~a
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 06-21-2010
ESTATE OF MULLE VIRGINIA G
DATE OF DEATH 05-27-2009
FILE NUMBER 21 09-0622
COUNTY CUMBf RLAND
ACN 101
APPEAL DATE: 08-20-2010
(Sae reverse side under Qb}ec#ons)
Amount Reaitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGIStER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL0~1C TNLS .LINE ~- RETALN LOWER PORTION FOR YOUR
-----
s---..-----s-----~-------------'•--- RECORDS !~
---.. r r----- ---
--~•-----------r -..
s
------0'----~-----'--
REV-1547 EX AFP t12-09~ NOTICE OF INHERITANCE TAX APPRAISElIENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MULLE VIRGINIA GFILE N0.:21 09-06.22 ACN: 101 DATE: 06-21-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHAN6fD
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
.0 0
NOTE: To ensure proper
2. Stocks and Bonds CSchadul• B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/partnorship Interest CSchadul® C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 46,430.99
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 809, 938.36
8. Total Assets c8) 856,369..35
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 15.6 9,1_2 1
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,229.4 0
11. Total Deductions C11) 18, 920.61
12. Net Value of Tax Return C12) 837,448.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 837,448.74.
NOTE: if an assessment was iasusd previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
__._
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) • 00 X
C16)_ 8 3~Z • 44~~ X
C 1 n . ,~,Q,, x
cis) • 00 x
00 = .00
045 = 37,685.19
12 = .00
15 .00
C19?= 37, b85.19
PAYMENT
DATE RECEI T
NUMBER DISCOUNT C+)
INTEREST/PEN PAID t-) AMOUNT PAID
08-26-2009 CD011675 1,782.60 33,869.31
03-01-2010 CD012415 .00 2,033.28
06-14-2010 SBADJUST .00 .45
TOTAL TAX PAYMENT 37,685.19
BALANCE OF TAX DUE .00
INTEREST AND PfN. .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. ~~