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,.KOT,~C~ OF INHERITANCE TAX
BUREAU DF INDIVIDUAL TAxES -. _ APPRAISEMEN~~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ._ pF, I);~D'UC1~30N$ AND ASSESSMENT OF TAX
PO BOX 280601 -•
HARRISBURG PA 17128-0601
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GREGORY S CHELAP ESQ`-• `'
17 S 2ND ST 6TH FLR
HARRISBURG PA 17101
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Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 08-09-2010
ESTATE OF MEADOWCROFT ROBERT M
DATE OF DEATH 08-14-2009
FILE NUMBER 21 09-0808
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-08-2010
(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- ~ -
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MEADOWCROFT ROBERT MFILE N0.:21 09-0808 ACN: 101 -_----------------
IDR
DATE: 08-09-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 100,345.00 (VOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.0 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) 28,438.00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) _ 128 , 783.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 124.2 2 8.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,5 9 3.0 0
11. Total Deductions (11) _ 125,821.00
12. Net Value of Tax Return (12) _ 2,962.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax (14) _ 2, 962.00
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 return s assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 •_ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ? .962_[]0 x 045 '= 133.29
17. Amount of Line 14 at Sibling rate (17) _~ 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 _
)= 133.29
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-14-2010 CD012755 .00 133.00
08-02-2010 SBADJUST .00 .29
TOTAL TAX PAYMENT 133.29
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), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ,~;'~
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REV-1470 EX (01-;0) ~
~ pE'1111S~/~VC'~111a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
1
DECEDENT'S NAME FILE NUMBER
Robert M. Meadowcroft 2109-0808
REVIEWED BY ACN
Destiny S.R. Brown 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Lineal heirs are taxable at the rate of 4.5% for dates of death on or after 07-01-2000.
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