HomeMy WebLinkAbout08-27-10r ._ NOTICE OF INHERITANCE TAX pennsylvan~a - ~
~APPRA~5EM~iVfi-;• :ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
r. -~ ~ r1 x r .1 ~_.. ...,,
_ ~ DATE 08-23-2010
ESTATE OF MULLIGAN DOROTHY V
,, - _ , ,. DATE OF DEATH 06-04-2009
~~~-,;-•` ~- •_ FILE NUMBER 21 09-0662
• ,"~ ~ COUNTY CUMBERLAND
JAN M WILEY ACN 101
130 W CHURCH ST APPEAL DATE: 10-22-2010
D I L L S B U R G P A 17 019 (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 F-" ______________
------------------------ ----------------------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MULLIGAN DOROTHY VFILE N0.:21 09-0662 ACN: 101 DATE: 08-23-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
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)
Ci) 120,523.94
c2) .00
c3) .00
c4) .00
~5) 6,411 .35
c6) 38,560.05
~~) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 1b5,495.34
C9) 32 , 562.18
clo) 4,082.55
(11) 36,b44.73
11. Total Deductions 850.61
128
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 128,850.61
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
rex rQ~nTrc~
C15) .00 X 00 = .00
c16) ~2s.8~0.61 x 045 = 5,798.28
cl~) _ 00 x 12 = . 00
cls) .00 X 15 = .00
c19?= 5,798.28
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-10-2010 CD012898 .00 5,798.28
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-11-2010
TOTAL TAX PAYMENT 5,798.28
BALANCE OF TAX DUE .00
INTEREST AND PEN. 62.51
TOTAL DUE 62.51
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.