HomeMy WebLinkAbout06-25-07
DATE 06-25-2007
ESTATE OF MCCOY GRACE I
DATE OF DEATH 11-16-2006
FILE NUMBER 21 06-1048
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-24-2007
( See reverse side under Objections)
Amount Remittedl 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 MCCOY GRACE I FILE NO. 21 06-1048 ACN 101 DATE 06-25-2007
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~REAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
NOTICE QF INHERITANCE TAX
[):r'('.)rn.lfAr(Si~lI3l! .(ALLOWANCE OR DISALLOWANCE
. -:-:~:.~.',~jl:F!_'ri~DuCTiI,O~S AND ASSESSHENT OF TAX
,',i.. _,',f
r-'
Z091 JUH 25 PH 3: 55
JOHN W MCCOY
574 MIDDLE RD
NEWVILLE
CLERK OF
ORPH,b,J'.j'S COURT
CU~/P~r-. ("J, pp.,
PA 17241
REV-1547 EX AFP (06-05)
TAX RETURN WAS:
x) CHANGED
SEE ATTACHED NOTICE
) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Pa~tne~ship Inte~est (Schedule C) (3)
4. Ho~tgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Hisc. Pe~sonal P~ope~ty (Schedule E) (5)
6. Jointly Owned P~ope~ty (Schedule F) (6)
7. T~ansfe~s (Schedule G) (7)
.00
871.00
.00
.00
483,119.00
.00
.00
(8)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Ho~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
CIa)
8,629.00
1.566.00
NOTE: To insu~e p~ope~
c~edit to yoU~ account.
submit the uppe~ po~tion
of this fo~m with yoU~
tax payment.
483,990.00
(11)
CI2)
CI3)
CI4)
10.191i 00
473,795.00
.00
473,795.00
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 ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
TAX CREDITS:
CI5) .00 X 00 .00
CI6) 473,795.00 X 045 = 21,320.77
CI7) .00 X 12 .00
CI8) .00 X 15 .00
CI9)= 21,320.77
PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
04-17-2007 CD008037 .00 21,318.00
06-18-2007 SBADJUST .00 2.77
TOTAL TAX CREDIT 21,320.77
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 LESS THAN $1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE .
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
REV-1470 EX (6-88) ..
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
Grace I. McCoy
REVIEWED BY
ACN
Destiny S.R.Brown
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Total of net value was not carried to the tax computation section correctly.
ROW
2106-1048
101
Page 1