HomeMy WebLinkAbout07-23-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIbUAL`7AXES 'f ~ -AIP~RAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE rAX Drv1SION - - ~ ~ ; ~ ~"' OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ,~. .-~
HARRISBURG PA 17128-0601
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54 E MAIN ST
MECHANICSBURG PA 17055
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 07-19-2010
ESTATE OF MERRILL MARIDEE
DATE OF DEATH 07-14-2009
FILE NUMBER 21 09-0682
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-17-2010
(See reverse side under Objections )
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 ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MERRILL MARIDEE FILE N0.:21 09-0682 ACN: 101
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OR
DATE: 07-19-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
379,839.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,Q 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 47,262.b1
6. Jointly Owned Property (Schedule F) (6) 1 , 016.67
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 428, 118.28
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17,6 04.0 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 143,205.99
11. Total Deductions C11) 160,810.02
12. Net Value of Tax Return (12) 267,308.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 267,308.26
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 267 , SOS . 26 x 045 = 12, 028.87
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 rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 12, 028 .87
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-16-2010 CD012626 .00 6,014.44
04-1b-2010 CD012627 .00 6,014.43
07-12-2010 SBADJUST .00 2.65
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 12,028.87
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. .~~