HomeMy WebLinkAbout11-23-11 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MARLIN R MCCALEB
PO BOX 230
219 E MAIN ST
MECHANICSBURG
", „" ~I,OT,LG~_, OF,i INHERITANCE TAX
A~P`R'A1S~M'ENT,,,~L~~OWANCE OR DISALLOWANCE:
;~{iF DEBUC:TIONS J AND ASSESSMENT OF TAX
Pennsylvania ` i '
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
~ r_' `;' ~~~" - ' ~ - I DATE 11-07-2011 D
'' ``~ '' '" BAKER CAROLE
ESTATE OF
DATE OF DEATH 10-21-2010
` ~ FILE NUMBER 21 10-116
CI'J i (~~' ' ~'i COUNTY CUMBERLAND
APPEAL DATE: 01-06-2012
(See reverse side under Objections )
PA 17055 Amount Remitted
MAKE REGISTERA OF WI ANS REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
___ ___ ---------------
CUT ALONG_ THIS L_INE_____ ~ __RETAIN_LOWER PORTION FOR YOUR_RECORDS_________
--- " " --- ALLOWANCE OR
REY-1547 EX AFP (12-10~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMEN'T OF TAX DATE: 11-07-2011
reeoLE DFILE N0.:21 10-1166 ACN: 101
ESTATE OF: BAICtrc -"-- ~ ) CHANGED
rwv oCTIIRN WAS: C X ) ACCEPTED AS FILED
ORIGINAL RETURN
APPRAISED VALUE OF RETURN BASED ON:
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)
(1) 2(10,000.00 NOTE: To ensure proper
.00 credit to Your account,
C2) submit the upper portion
C3) '00 of this form with your
.00 tax payment.
(4) -
c5) 1;22,272.16
c6) .00
~~) 578,559.25
~$) 900,831.41
g. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~I~0,~0
9 Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28,46 5.66
C 10 ) -~---
Liabilities/Liens (Schedule I) 70,045.76
10. Debts/Mort9a9e C11) 830,785.65
11. Total Deductions cI2) .00
12. Net Value of Tax Return (13)
Non-elected 9113 Trusts (Schedule •J
830 , 785.65
13. Charitable/Governmental Bequests; cI4)
14. Net Value of Estate Subject to Tax
~
~
n
l
and 19 will
NOTE: If an assessment was issued previou tali of ALL
to dat
to
assessed
re~turns
reflect figures that include the .00
ASSESSMENT OF TAX: c15)
ousal rate
t S ,00 X 00 =
;D 78~
6ti x 045 = 37,385.35
C16)
p
15. Amount of Line 14 a
f Line 14 taxable at Lineal/Class A rate _
8
n0 X 12 = . 00
C17)
16. Amount o ~ _ 00
17. Amount of Line 14 at Sibling rate
llateral/Class B rate C1
C .00 X 15 =
c19)= ,
37,385.35
o
18. Amount of Line 14 taxable at
19. Principal Tax Due
TAX CREDITS: DISCOUNT C+) AMOIJNT PAID
PAYMENT RECEIPT
NUMBER INTEREST/PEN PAID ~-)
22,184, 00
DATE 1 , 167 .58
12-29-2010 CD013831 621.89
11,816.00
595.88
1
12-29-2010 CD013832 00 ,
07-11-2011 CD014694
TOTAL TAX PAYMENT 37,385.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
.00
TOTAL DUE
~ IF PAID AFTER DATE INDICATED. SEE REVERSE AF REFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS DU E_
FOR CALCULATION OF ADDITIONAL INTEREST.