HomeMy WebLinkAbout12-03-10NOTICE OF INHERITANCE TAX
~~r` APPR~I~S~1'IE~FT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ ~ OF 'q~~l~TIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ~"
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PO BOX 280601
HARRISBURG PA 17128-0601
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MURREL R WALT ~L,--~„ ~, ,_,~- , ~ r.
54 E MAIN ST
MECHANICSBURG PA 17055
cl) 102,272.90
c2) .00
c3) .00
c4) .00
c5) 25, 586.07
c6) .00
c7) .00
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR_YOUR_RECORDS- E-~___________________
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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: MENTZER GEORGE KFILE N0.:21 10-0483 ACN: 101 DATE: 11-29-2010
TAX RETURN WAS: { 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)
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pennsylvan~a ~ ~~'
DEPARTMENT OF REVENUE 1
REY-1547 EX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ca) 127 , 858.97
c9) 5.726.50
clo) 2, 143.88
7,870.38
11. Total Deductions C11) 988.59
119
12. Net Value of Tax Return t 12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 119, 988.59
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
TAY (`DGTITTC
c15) .00 X 00 = .00
c16) 1 1 9 , 988.59 x 045 = 5, 399 .49
c17) .00 x 12 = .00
cls) .00 X 15 = .00
c19)= 5,399.49
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-22-2010 CD013394 .00 5,399.49
DATE 11-29-2010
ESTATE OF MENTZER GEORGE K
DATE OF DEATH 04-07-2010
FILE NUMBER 21 10-0483
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-28-2011
(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 5,399.49
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.