HomeMy WebLinkAbout05-16-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ _ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL l'14XES ~ ;- ;APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "` OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~'~ j i I
HARRISBURG PA 17128-0601 - - d. ~ ~-•' ~ v• ' `'~ -'
208 MAIf 16 PF1 4~ 12
CLERit GF
~ ~~~~IAN'S CGURT
EDWARD P ,~_ ^I 1!~'jl~? ' ~,G.. PA
JAMES ETAL
5020 RITTER RD STE 20
MECHANICSBURG PA 17055
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 MCCARTNEY RUSSELL E FILE N0. 21 07-0926 ACN 101 DATE 05-19-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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)
8. Total Assets
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
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
Cs) 2,500.00
C6) 24,410.22
~7) 262, 719 .24
C8) 289,629.46
27,606.09
C9)
clo) 19.531.85
C11) 47.137.94
c12) 242,491.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 242,491.52
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:
•00 00 .00
15. Amount of Line 14 at Spousal rate (15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 102,572.36 X 045 = 4,615.76
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 139,919.16 X 15 20,987.87
19. Principal Tax Due C19)= 25,603.63
TAY f QCTTTC.
AYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-13-2007 (0009080 1,280.18 26,000.00
REV-1547 EX AFP C06-05)
DATE 05-19-2008
ESTATE OF MCCARTNEY RUSSELL E
DATE OF DEATH 09-14-2007
FILE NUMBER 21 07-0926
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-18-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 27,280.18
BALANCE OF TAX DUE 1,676.55CR
INTEREST AND PEN. .00
TOTAL DUE 1,676.55CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. 1
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~/