HomeMy WebLinkAbout08-13-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRA~~$~h~*T_~t~. AL~Q.W/~I~E OR DISALLOWANCE
OF D'ED_U,CTTONS AF~D'~bSSESSMENT OF TAX
', .. _ F ... ... ... ,.
EARL RICHARD ETZWEILER
105 N FRONT ST
Pennsylvania \~ `r
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
~:^. ATE 08-09-2010
~~`#'~ ~~~~ f " ~`~~' ~ ~ `~~STATE OF MELLINGER JR IRA C
DATE OF DEATH 05-03-2008
~_,~.~ ~ ~__.. FILE NUMBER 21 08-0614
~~~~ ,; , ,
~'~~~ ~ _ _ '_~~' COUNTY CUMBERLAND
~'` i' :: _ ,~:'l ACN 101
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HBG PA 17101
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
RETAIN-LOWER-PORTION FOR YOUR RECORDS
CUT ALONG THIS LINE --~
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MELLINGER JR IRA (FILE N0.:21 08-0614 ACN: 101 DATE: 08-09-2010
TAX RETURN WAS: tX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
(2) 8,8 5 6.9 7 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •0 0 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) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) _ 8 , 856.97
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7 3 8.5 b
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4 4 2.8 5
C11) 1,181.41
11. Total Deductions _
7,b75.56
12. Net Value of Tax Return (12) _
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ 7,6 7 5.56_
14. Net Value of Estate Subject to Tax (14) _ 10, 000.00
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 returns asses sed 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 (16) _ 00 x 045 ~ . 00
17. Amount of Line 14 at Sibling rate (l7) _ Oil X 12 ~ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 10,000.00 X 15 - 1,500.00
19. Principal Tax Due C19)~ 1,500.00
TAY f'RFTITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
04-21-2009 CD011142 .00 1,500.00
05-05-2010 CD012710 15.82- 15.82
TOTAL TAX PAYMENT 1,500.00
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. _~'~