HomeMy WebLinkAbout07-16-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
H ANTHONY ADAMS
STE 3
49 W ORANGE ST
SHIPPENSBURG
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NOTICE OF'INHERITANCE TAX pennsylvania ~
AFPR~A~~E~'14'-~';~-~~OWANCE oR DISALLOWANCE DEPARTMENT OF REVENUE ~_
U~': DEDUCTI,O~NS~ AND ASSESSMENT OF TAX REV-1547 EX AFP c12-o9)
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~~i ~~~ ~ ~ P ~~; ~~ DATE 07-05-2010
i ESTATE OF MACKIN MARY P
DATE OF DEATH 02-02-2009
~~-~~'~ ~~~ FILE NUMBER 21 09-0455
~~~~~~'~~ ~' ~ i~~"1~'T COUNTY CUMBERLAND
v; ~i ~" .;fir ~'~" ~ ~ Pr~_ ACN 101
APPEAL DATE: 09-03-2010
(See reverse side under Objections
PA 17257 Amount Remitted
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 APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MACKIN MARY PFILE N0.:21 09-0455 ACN: 101 DATE: 07-05-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) 258, 652.00
c2) 23, 680.00
c3) .00
c4) .00
C5) 410 , 045.43
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 692, 377 .43
c9) 7 , 625.00
clo) 9,328.27
11. Total Deductions (11) 16,953.27
12. Net Value of Tax Return (12) 675,424.16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 675,424.16
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.
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) 675.424.16 X 045 = 30,394.09
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 30,394.09
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-15-2010 CD012623 .00 29,876.08
INTEREST IS CHARGED THROUGH 07-20-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 29,876.08
BALANCE OF TAX DUE 518.01
INTEREST AND PEN. 602.20
TOTAL DUE 1,120.21
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~~
REV-1470 EX (01-10) f i
'~' r.. .'
~~§~~ pennsylvania
INHERITANCE TAX
_ ~ DEPARTMENT OF REVENUE
,,. , EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Mackin, Mary P. 2109-0455
REVIEWED BY ACN
Daniel Heck 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
I 12,15, Repairs to the real estate are only allowable as deductions for the estate when the real
22 23 estate has been sold and reported at the selling value for inheritance tax purposes.
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