HomeMy WebLinkAbout12-21-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
...., ~-oiTIci;: O~':INHERITANCE TAX
. 4J'P1iAISE~ENT.'AlLOWANCE OR DISALLOWANCE
OflDED.\.ICTtONS;AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
GEORGE F DOUGLAS III v!,J ACN 101
SAIDIS ETAL APPEAL DATE: 02-15-2008
26 W HIGH ST ( See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted I 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 +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCKILLIP MARY C FILE NO.21 05-0996 ACN 101 DATE 12-17-2007
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1- Real Estate (Schedule A) (1) 89,530.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 1.494.30 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,158.00
6. Jointly Owned Property (Schedule F) (6) 409.27
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 98,591.57
APPROVED DEDUCTIONS AND EXEMPTIONS: 4,375.33
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,070.00
11. Total Deductions (11) 5.441i.33
12. Net Value of Tax Return (12) 93,146.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 93,146.24
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 !b!:. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate ( 16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 93,146.24 X 15 = 13,971.94
19. Principal Tax Due (19)= 13,971.94
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-16-2006 CDo06841 .00 14,400.00
TOTAL TAX CREDIT 14,400.00
BALANCE OF TAX DUE 428.o6CR
INTEREST AND PEN. .00
TOTAL DUE 428.o6CR
IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE i
" IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
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.)
P;1 I: 03 DATE
ESTATE OF
DATE OF DEATH
I, n=:; FILE NUMBER
COUNTY
12-17-2007
MCKILLIP
09-18-2005
21 05-0996
CUMBERLAND
MARY
C
2007 DEe 2 I