HomeMy WebLinkAbout09-24-10}SG,'~• ;--~ ~ ,-~;`-~~{,~ TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES •• kPP~RhI~`S`EL,~ SNT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~.. '~...~' ! ~; , '~F ~~~I~'~`wCTION$ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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MARLIN R MCCALEB
PO BOX 230
219 E MAIN ST
MECHANICSBURG PA 17055
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-09) r
DATE 09-20-2010
ESTATE OF WHITE DOROTHY M
DATE OF DEATH 04-21-2009
FILE NUMBER 21 09-0420
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-19-2010
(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 ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WHITE DOROTHY MFILE N0.:21 09-0420 ACN: 101
-----------------
OR
DATE: 09-20-2010
TAX RETURN WAS: (X) 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. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3) .0 0 submit the upper portion
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) 4,4 34.0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 4 , 434.0 0
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 15.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 15.00
12. Net Value of Tax Return (12) 4,419.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax c14) 946, 389.06
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 946. 389.06 X 045 = 42,587.51
17. Amount of Line 14 at Sibling rate (17) _ 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 42,587.51
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-20-2009 CD011504 2,105.26 40,000.00
01-19-2010 CD012241 .00 283.39
05-21-2010 CD012783 2.62- 201.58
TOTAL TAX PAYMENT 42,587.61
BALANCE OF TAX DUE .lOCR
INTEREST AND PEN. .00
TOTAL DUE .lOCR
* 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.
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