HomeMy WebLinkAbout12-17-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `~' r~4~-P~RA+~~T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~` ~OF .D~ }I TIONS AND ASSESSMENT OF TAX
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105 N FRONT ST
HBG PA 17101
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DEPARTMENT OF REVENUE
REV'-1547 EX AFP (12-09~
DATE 12-13-2010
ESTATE OF MELLINGER JR IRA C
DATE OF DEATH 05-03-2008
FILE NUMBER 21 OS-0614
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-11-2011
(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
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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: MELLINGER JR IRA (FILE N0.:21 08-0614 ACN: 101 DATE: 12-13-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 02
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) C5) 6,30 9.0 0
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 6 , 309.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5 3 4.7 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,6$ 6.7 0
11. Total Deductions C11) 2,221.42
12. Net Value of Tax Return t12) 4, 087 .58
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) t13) 4,0 8 7.5 $
14. Net Value of Estate Sub]ect to Tax C14) 10, 000.00
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 C16) .0 0 X 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 10 , 000.00 X 15 = 1 , 500.00
19. Principal Tax Due C19)= 1,500.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-21-2009 CD011142 .00 1,500.00
05-05-2010 CD012710 15.82- 15.82
TOTAL TAX PAYMENT 1,500.00
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.