HomeMy WebLinkAbout12-10-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~_ _ O~~C;~rO,.~~- INHERITANCE TAX
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I~~p~zl R~~ICC~~°~I~ISC, AND ASSESSMENT OF TAX
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RICHARD L WEBBER JR ~~~~r~!-'?~?~~~~'` r~~ ' p~,
12b E KING ST
SHIPPENSBURG PA 17257
Pennsylvania , ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 12-Ob-2010
ESTATE OF MARQUART MILDRED R
DATE OF DEATH 08-05-2D10
FILE NUMBER 21 10-0811
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-04-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
--~ R_ETA_IN LOWER POR_TION_ FOR YOUR
CUT ALONG THIS LINE RECORDS ~-~-" _ ___________ __
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: MARQUART MILDRED RFILE N0.:21 10-0811 ACN: 101 DATE: 12-06-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) C2) ,0 D credit to your account,
. D 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15$, 012. b8
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 1b3, 140.92
8. Total Assets c8) 321 , 153. b0
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 34,9 30.5 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,0 9 7.0 3
11. Total Deductions C11) 38,027.57
12. Net Value of Tax Return , C12) 283,12b.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) 2b 3,12 6.0 3
14. Net Value of Estate Subject to Tax (14) 20,000.00
NOTE: If an assessment was issued previously, lines 14, 15 andtor 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
TAX CREDITS:
c15) .00 x 00 = .00
c16) _ d0 x 045 = . 00
C17) . oa x 12 = . 00
cls) 20,000.00 x 15 = 3,000.00
C19)= 3, 000.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-24-2010 CD013410 149.58 2,842.00
PAYMENT MUST BE MADE BY 05-05-2011.
TOTAL TAX PAYMENT 2,991.58
BALANCE OF TAX DUE g,42
INTEREST AND PEN. .00
TOTAL DUE 8.42
* 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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