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COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-961
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 171 Z8-0601
PENNSYLVANIA
RF~FivFn FRnnn• INHERITANCE AND ESTATE TAX
MATEYA MARK A
55 W CHURCH AVE
CARLISLE, PA 17013
fold
OFFICIAL RECEIPT
ACN
ASSESSMENT
CONTROL
NUMBER
N0. ~~ 013621
(AMOUNT
'I
"~
101 ~ ~' $12.28
1
~;
ESTATE INFORMATION; SSN: 213-32-4785
FILE NUMBER: 2109-0922
DECEDENT NAME: WHITSON KENNETH R
DATE OF PAYMENT: 1 1 /08/2010
POSTMARK DATE: 1 1 /08/2010
COUNTY: CUMBERLAND
DATE OF DEATH: 09/22/2009
REMARKS:
SEAL
CHECK# 0991
TOTAL AMOUNT PAID:
INITIALS: SAP
RECEIVED BY:
REGISTER OF WILLS
S 12.28
i
GLENDA EARNER ~I~RASBAUGH
REGISTER OF WIL~S
~,
',
i
__ _ - __ _ _ _ - 1__
~ ~ - _
RECEIVED NOV 0 4 2010
NOTICE OF INHERITANCE TAX pe~tnsylvania ~
BUREAU OF INDIVIDUAL TAXES ;~/~1.OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~t: ~~~;~i' ~ AND ASSESSMENT OF TAX REV-1547 EX AFP 112-09)
PO BOX 280601 {'~~ ~, ~[ Vi e ~-'~
HARRISBURG PA 17128-0601
2010 NOV '6 PM 2~ 3
CtERK fl~
QFiPF#AN`S C(~JRT
MARK A MATEYA ESQ CiUMBE{~tl'~NL~ CCU . PA.
55 W CHURCH AVE
CARLISLE PA 17013
DATE 11-01-2010'
ESTATE OF WHITSON KENNETH R
DATE OF DEATH 09-22-2009'
FILE NUMBER 21 09-09~21I
COUNTY CUMBERLAND,
ACN 101 ' ~
APPEAL DATE: 1~- 1-2010
(See reverse side under 10 'eietions)
Anount Re:eitted
MAKE CHECK PAYABLE AND''RI IT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARIE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ _
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------------------------ ---------------=---------------------------- - --------------
REV-1547 EX AFP C12-_09) NQ'TICE OF INHERITANCE TAX APPRAISEMENT, ALLOWA C OR-
_ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA~ i, -
ESTATE OF: WHITSON KENNETH RFILE N0.:21 09-0922 ACN: lql~ DATE: 11-01-2010
__ - -
TAX RETURN WAS: C X) ACCEPTED AS FILED
C
) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 133, 000. O 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) credit to your account,
subait the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) f
ith
f thi
orm w
yaur
o
s
4. Mortgages/Notes Receivable (Schedule D) C4) tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5)
6. Jointly Owned Property (Schedule F) C6)
7. Transfers (Schedule G) C7)
8. Total assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
169,822.06
11. Total Deductions 26, 744.10
12. Net Value of Tax Return 143, 077 .96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSch .00
14. Net Value of Estate Sub3ect to Tax C14'J 143,077.96
NOTE: If an assesswent was issued previously, lines 14, 15 and/or 16':, j17, 18 and 19 will
reflect fipurss that include the total of ALL returns assessed ~a date .
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 0 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 143. 077 _ 96 X 045 = 6, 438.51
17. Amount of Line 14 at Sibling rate C17) _00 X 1
_ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X' ~
1 - .00
19. Principal Tax Due 419)= 6,438.51
TAX CREDITS:
' """"' ""'-' ' ~"---"' -' " AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-22-2009 CD012137 242.11 4,600.00
08-31-2010 CD013283 .O1- 1,596.01
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-01-2010 TOTAL TAX PAYM~N 6,438.51
BALANCE OF TAX 'D E .00
INTEREST AND PEN. 12.28
TOTAL DUE 12.28
* IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A °CREO;T" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.