HomeMy WebLinkAbout04-04-08
COMMONWEALTH OF PENNSYLVANIA
0r~^-~ . DEPARTMENT OF REVENUE
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'I~",-/ ',,)LU ~!Ii'd( ll~INHERITANCE TAX
i':;;~~i:r;SEfotE~:I:, i ~LOWANCE OR DISALLOWANCE
. ,...I"OP-'rIE91!.1Cttoiis.: AND ASSESSMENT OF TAX
*'
DATE 03-31-2008
ESTATE OF MCCARTY ELISE M
DATE OF DEATH 10-28-2007
FILE NUMBER 21 07-1008
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-30-2008
( 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 MCCARTY ELISE M FILE NO. 21 07-1008 ACN 101 DATE 03-31-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2e08 APR -4 PM ,: 52
CLEF:K OF
ORPHAN'S COURT
P;\
KATHLEEN BRATIC
5609 PINEHURST WAY
MECHANICSBURG PA 17050
REV-1547 EX AFP (06-05)
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.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
83,304.40
.00
76,324.40
283,314.92
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
442,943.72
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)
4,404.00
762.81
(11)
(12)
(13)
(14)
(10)
11.166.81
437,776.91
.00
437,776.91
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 rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 X 00 .00
(16) 437,776.91 X 045 = 19,699.96
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 19,699.96
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DAlfE NUMBER INTEREST/PEN PAID (-)
01-08..2008 CDo09148 982.27 18,663.15
PAYMENT MUST BE MADE BY 07-28-2008*. TOTAL TAX CREDIT 19,645.42
BALANCE OF TAX DUE 54.54
INTEREST AND PEN. .00
TOTAL DUE 54.54
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. r~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUEL:,J
6. R~l='lIt..1n C::C'I:' DCUE:'OC't':" (,'O.TTU"" ...."" .......- ---~. --- -