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HomeMy WebLinkAbout07-01-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -,,:~-~ ~0~ tOF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ~;:~~~A' EN ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION - ''~'~F''pEDU~~'~Qrfs AND ASSESSMENT OF TAX PO BOX 280601 ~;~ ~i~ ; ~„1 a y/I a i» :_ ,. HARRISBURG PA 17128-0601 [ REV-1547 EX AFP (06-05) ?~II$.IUL "' i PM i= D© ESTATE OF MCGILL2008 HELEN C DATE OF DEATH 08-16-2007 ~p r~~~'y~ FILE NUMBER 21 07-0792 1mP~ v7 W~'~1 COUNTY CUMBERLAND JOEL 0 SECHRIST ~ ,~„ PP1 ACN 101 SECHRIST LAW OFFICE APPEAL DATE: 08-29-2008 5 6 8 O L D YORK R D (See reverse side under Objections ETTERS PA 17319 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCGILL HELEN C FILE N0. 21 07-0792 ACN 101 DATE 06-30-2008 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds [Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions I1) 200,000.00 NOTE: To insure proper C2) .00 credit to your account, C3) 00 submit the upper portion of this form with your (4) .00 tax payment. I5) 27 , 877.32 c6) .00 ~7) 339,573.90 ~$) 567,451.22 19,729.63 C9) clo) 16.756.83 (11) 36.486.46 12. Net Value of Tax Return C12) 530,964.76 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) 530,964.76 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 C15) •00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 530,964.76 X 045 = 23,893.41 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) .0 0 X 15 _ .00 19. Principal Tax Due C19)= 23,893.41 TAY /`DCTTTC. A M NT DATE REC P NUMBER SCO C+ INTEREST/PEN PAID (-) AMOUNT PAID 11-15-2007 CD008975 842.11 16,000.00 04-11-2008 CD009552 .00 7,051.33 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 23,893.44 BALANCE OF TAX DUE .03CR INTEREST AND PEN. .00 TOTAL DUE .03CR C IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)