HomeMy WebLinkAbout01-20-11BUREAU OF INDIVIDIIAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-OE;O1
JERRY A WE:IGLE ESq
126 E KING ST
NOTICE OF INHERITANCE TAX
~PfPR7AISEMENT~, `~~I;~,Lr~UWANCE OR DISALLOWANCE
0~ DEDUC`TIQ~~V,SJ'AND ASSESSMENT OF TAX
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SHIPPENSBUR(~ PA 17257
C1) 75,000.00
(2) 11 , 152.00
(3) .00
(4) .00
(5) 531 , 023.29
(6) 36,750.00
(7) 315,890.39
CUT ALONG THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- __ __ _______ __
REV-1547 EX AFP t12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR - - .
DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MELLOTI- DOROTHY HFILE N0.:21 09-1146 ACN: 101 DATE: 01-10-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED r___
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reaa Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. MortgageslNotes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total A:>sets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExpensesJAdm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
DATE 01-10-2011
ESTATE OF MELLOTT DOROTHY H
DATE OF DEATH 12-05-2009
FILE NUMBER 21 09-1146
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-11-2011
(See rei~eYSe side under Obje~~tions
Amount Remitted __`
MAKE CHECK PAYABLE AND REINIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
penr~sylvania ~
DEPARTMENT OF I~EVENUE
REV-].547 E3: AFP (12-10)
M(JTE: To ensure proper
c:r•edit to your account,
s;ubmii: thE~ upper portion
of this form with your
tax payment.
($) ___ 969,815.68
(9) 75,029.54
(lo) 90,397.56
(11) 165,427.10
11. Total Deductions ___ 804,388.58
12. Net Value of Tax Return (12) _M
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _p •0 ~
Tax
t t
t
S
b (14) 804'388'58
14. o
jec
u
e
Net Valise of Esta ---
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 d ate.
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) 804 , 388.58 X 045 _ _ 36 , 197.49
17. Amount of Lune 14 at Sibling rate (17) .00 X 12 _ _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 _ _ .0 0
19. Principal Ta.x Due (19)_ _ 36, 197.49
TAY roGnTTC•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-17-2010 CD012371 1,809.87 40,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 41,809.87
BALANCE OF TAX DUE _ 5,612.38CR
INTEREST AND PEN. .00
TOTAL DUE 5,612.38CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM 1=0R INSTRUCTIONS.
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