HomeMy WebLinkAbout11-29-10 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2806D1
HARRISBURG PA 17128-0601
SETH T MOSEBEY
MARTSON LAW OFCS
10 E HIGH ST
CARLISLE
NOTICE OF INHERITANCE TAX
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DEPARTMENT OF REVENUE
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REV-1547 EX AFP (12-09)
DATE 11-15-2010
ESTATE OF MITCHELL GERTRUDE I
DATE OF DEATH 02-17-2009
FILE NUMBER 21 09-0294
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-14-2011
(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 ~E~"- _
REV-1547 EX AFP C12-09~rNOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MITCHELL GERTRUDE IFILE N0.:21 09-0294 ACN: 101 _______________
OR
DATE: 11-15-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 237, 000.00 NOTE: To ensure proper
C2) .0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) C5) 7,6 2 4.0 9
6. Jointly Owned Property (Schedule F) C6) 13, 364 .40
7. Transfers (Schedule G) C7) 370, 387.00
(8) 628,375.49
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6 8.914.7 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,3 24.61
(11 ~ 71 , 239.36
11 . Total Deductions 136.13
557
12. Net Value of Tax Return (12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 557, 136.13
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 5S7 , l 36.13 x 045 = 25, 071.13
17. Amount of Line 14 at Sibling rate (17) .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 (19 )= 25, 071.13
TAY rRF17TTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
*** SUMMARY 0 ALL 08 PAYMENTS ***
11-08-2010 701.81 24,369.32
TOTAL TAX PAYMENT 25,071.13
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.