HomeMy WebLinkAbout07-30-10NOTICE OF INHERITANCE TAX
~~,~rPRR-A-I f~NT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES '~ ~ ~`
INHERITANCE TAX DIVISION ' ' OF D~ ^ CTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 '°t
MARLIN R MCCAI~"E$' '--_ ~''` , J;
219 E MAIN ST
PO BOX 230
MECHANICSBURG PA 17055
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 07-26-2010
ESTATE OF BARTLEBAUGH CAROLYN E
DATE OF DEATH 08-15-2009
FILE NUMBER 21 09-0788
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-24-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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 APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: BARTLEBAUGH CAROLYN EFILE N0.:21 09-0788 ACN: 101 DATE: 07-26-2010
TAX RETURN WAS: C~) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
192, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 79,616.20 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule 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) 216, 019.17
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 156, 109.96
8. Total Assets C8) 643,745.33
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 81,4 2 7.4 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,4 6 6.41
11. Total Deductions C11) 82,893.87
12. Net Value of Tax Return C12) 560,851.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 560,851.46
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
C15) .00 X 00 = .00
c16) . oo x 045 = . 00
C17) 560.251.46 x 12 = 67,230.18
c18) 600.00 X 15 = 90.00
C19)= 67, 320.18
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-13-2009 CD011992 2,894.74 55,000.00
05-04-2010 CD012695 .00 9,425.44
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 67,320.18
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
~,.~~_ ^ n