HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~NOTIGE AF, INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAiSEMENT,`ACLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF,D~DUCTIONS AND ASSESSMENT OF TAX
PD BOX 280681
HARRISBURG PA 17128-8601 REV-1547 EX AFP C06-05)
~i;~~~i x~t~u { J ~~~ ~' tl~ DATE 08-11-2008
ESTATE OF MCDONELL MARIE B
DATE OF DEATH 01-26-2008
L;-~=~ ~~ ~ ~-~ FILE NUMBER 21 08-0150
r1~,, ~~,,, ~~ ~~ ~ ~~i n
~_~'W"~`'~`~ ~' ~''~~.ih;T COUNTY CUMBERLAND
EDMUND G MYERS v )'_~:~ _ ' ,' ~r1 ACN 101
JOHNSON DUFFIE APPEAL DATE: 10-10-2008
P 0 BOX l 0 9 (See reverse side under Objections )
LEMOYNE PA 17043 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 4-
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCDONELL MARIE B FILE N0. 21 08-0150 ACN 101 DATE 08-11-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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
13
14
Net Value of Tax Return
Charitable/Governmental Bequests; Non-sleeted 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
c13) 20,000.00
c14) 1,629,575.45
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
rwv rocnTrc.
~1) .DO NOTE: To insure proper
~2) 64, 141 .75 credit to your account,
C3) .00 submit the upper portion
of this form with your
~4) .00 tax payment.
(5) 1,061,299.52
c6) .00
~7) 599,876.71
c8) 1,725,317.98
12,783.24
(9)
clo) 62,959.29
C11) 7~.742.5~
c12) 1,649,575.45
t15) • 00 X 00 = . 00
c16) .00 X 045 _ .00
cln .00 X 12 = .00
c18) 1,629,575.45 X 15 = 244,436.32
(ig)= 244,436.32
A M N
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-21-2008 CD009597 7,578.95 144,000.00
04-25-2008 CD009618 4,424.07 84,057.42
05-09-2008 CD009701 .00 4,375.88
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
244,436.32
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED. L,,,.
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.)