HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ~ ~^'( ('~r`~~r j '~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES j '~ ',~~~AprpRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~t ~ ` ~~ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 I~.i,,•,a; „': _~ ~ ~%~ `
HARRISBURG PA 17128-0601 REY-1547 EX AFP (06-05)
ZQ~S~~Y _(3 A~~{. 23 DATE 05-05-2008
ESTATE OF MACKINTOSH KATHARINE L
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LINDA J LUND~`'~ ~ ' ;'(~ ~?A
PNC BANK NA
PO BOX 308
CAMP HILL PA 17011
DATE OF DEATH 06-19-2007
FILE NUMBER 21 07-0622
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-04-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 MACKINTOSH KATHARINE L FILE N0. 21 07-0622 ACN 101 DATE 05-05-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 169, 354.00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 10 7,544.62
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 276,898.62
APPROVED DEDUCTIONS AND EXEMPTIONS: 23,209.70
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4.8 60.31
11. Total Deductions (11) 28.070.01
248,828.61
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule J) C13) .00
248,828.61
14. Net Value of Estate Subject to Tax C14)
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:
•0 0 00 .00
15. Amount of Line 14 at Spousal rate (15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 248,828.60 X 045= 11,197.29
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) •00 X 15 = .00
19. Principal Tax Due
r w rornrrc. C19)= 11,197.29
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-13-2007 CD008675 530.00 10,070.00
03-03-2008 CD009364 .00 597.29
TOTAL TAX CREDIT 11,197.29
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)