HomeMy WebLinkAbout02-28-11,. - ,,;~ , ~~ NOTICE OF INHERITANCE TAX p ylvan~a ,-^ ~ `f
BUREAU OF INDIVIDUAL TAx~'s '~'~`~ A~P~A~LS~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 IX AFP C12-10)
HARRISBURG PA 17128-0601 ~ ! + '"' '~ `)1 "
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MARCUS A MCKNIGHT III
60 W POMFRET ST
CARLISLE PA 17013
DATE 02-21-2011
ESTATE OF RUSSELL SR MARLIN E
DATE OF DEATH 09-20-2008
FILE NUMBER 21 08-1080
COUNTY CUMBERLAND
ACN 501
APPEAL DATE: 04-22-2011
(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 ---- -~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~
REV-15 _
_
47 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RUSSELL SR MARLIN EFILE N0.:21 OS-1080 ACN: 501 DATE: 02-21-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: LITIGATION RETURN
1. Real Estate (Schedule A) (1) 0 0
2.
Stocks and Bonds (Schedule B) (2) .
,0 0 N07E: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5. .
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 189,842.51 tax payment.
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 189 , 842.51
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)__ 0 0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions
12. Net Value of Tax Return (11)
(12) 30.00
189,812.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax
(14) 189,812.51
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17, 18 a
d 19
reflect figures that include the total
of ALL ,
returns assessed to date n
will
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) 189,812.51 X 00 = 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) -0 0 x 04 5 = .
17. Amount of Line 14 at Sibling rate
(17) .0 0
0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = 0 0
19. Principal Tax Due .
TAX CREDITS: (19)=
.00
PAYMENT RECEIPT
DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.