HomeMy WebLinkAbout05-18-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
".~ . "_. NOTICE OF INHERITANCE TAX
i-I APPRAI~):~iiKt.~" ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
REY-1547 EX AFP (06-05)
DATE 05-14-2007
ESTATE OF MCKINNEY DORIS H
DATE OF DEATH 07-20-2006
FILE NUMBER 21 06-0699
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-13-2007
( See reverse side under Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS .....
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCKINNEY DORIS H FILE NO. 21 06-0699 ACN 101 DATE 05-14-2007
2nn7!f1f\V IvO
,) vi.. L .
Pl; I: 08
CLEr::;< OF
ORO'._,,\,,, H' f"""! 'D-
r i //",1 \ ,~'; "It ;, II-i;
JOHN MEAKIN CU\,.. - -'" ~.
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
TAX RETURN WAS: {X} ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
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)
S. Total Assets
(ll
(2)
(3)
(4)
(S)
U)
{n
.00
.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
139,613.70
.00
63,327.32
(S)
202,941.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
11,651. 05
2,911.66
ell)
Cl2)
Cl3)
Cl4)
14.!i~; 71
188,378.31
.00
188,378.31
NOTE:
If an assess.ent 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
ClS)
(U)
Cln
(18)
.00
188,378.31
.00
.00
X DO ..
X 045..
X 12 ..
X 15 ..
Cl9)..
.00
8,477.03
.00
.00
8,477.03
DATE
10-20-2006
03-07-2007
NUMBER
CD007339
CDoD7869
+
INTEREST/PEN PAID (-)
210.53
.00
AMOUNT PAID
4,000.00
4,277.03
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
8,487.56
lo.53CR
.00
lo.53CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)