HomeMy WebLinkAbout09-10-10NOTICE OF INHERITANCE TAX
°~+ .~'P~I+~, {S'~''MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TA`%~`y~,~` t.. ~ ~~ ~.
INHERITANCE tax DIVISION ~ ~~ ;1~EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~' ._, '.. ~, + .., ,
HARRISBURG PA 17128-06D1
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MARCUS A MCQ~~~~ ,~,~. ~`,_'' , ~~
60 W POMFRET ST
CARLISLE PA 17013
cl) .00
c2) .00
c3) .00
C4) .00
C5) 2,303,750.00
C6) .00
C7) .00
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RUSSELL SR MARLIN EFILE N0.:21 08-1080 ACN: 101 DATE: 09-06-2010
TAX RETURN WAS: CX) 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)
pennsylvania ~
DEPARTMENT OF REVENUE
,.
REV-1547 EX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Cs) 2,3D3,750.00
c9) 70 , 280.57
Clo) .00
C11) 70,280.57
11. Total Deductions 233, 469.43
2
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
T
t t (14) 2,233,469.43
14. ax
o
Net Value of Estate Subjec
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) 2,233,469.43 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= .0 0
Twv rocr~r~'c .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
DATE 09-06-2010
ESTATE OF RUSSELL SR MARLIN E
DATE OF DEATH 09-20-2008
FILE NUMBER 21 08-1080
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-05-2010
(See reverse side under Objections
Amount Remitted ^-~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT .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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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