HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(' ' : (116tI`C~ 0`F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ AFi,PRAISEM~Nt ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTTO'NS AND ASSESSMENT OF TAX
PO BOX 280601 _. .~ _ _
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~~!~~ ~~.~ L~ }At.~ ~ ~: ~_}~ DATE 09-22-2008
ESTATE OF MCCCALEB MARY D
~-, ~.,~,\ ,`,- DATE OF DEATH 1D-O1-2007
G ~ ,"i ~n-r FILE NUMBER 21 07-0909
~ ~ ~.. ~ r.
MARLIN R MCCALEB ESQ r'.~ ~~, COUNTY CUMBERLAND
ACN 1~D1
M R MCCALEB LAW OFCS APPEAL DATE: 11-21-2008
P O B o X 2 3 0 (See reverse side under Objections
MECHANICSBURG PA 17055 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND ICO COURT HOUSE
CARLISLE, P~4 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN 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 MCCALEB MARY D FILE N0. 21 07-0909 AI'N 101 DATE 09-22-2008
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) C1) 149',000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 3,320.55 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
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) 592 , 717.80
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 163,973.86
8. Total Assets Ce) 909, 012.21
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 32,,185.58
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,185.4 3
11. Total Deductions
(11)
33.7 .0
12. Net Value of Tax Return (12) 875,641.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .I) C13) 5,000.00
14. Net Value of Estate Subject to Tax Cly) 870,641.20
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) 870, 647..20 X 045 = 39, 178.85
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .0 0
19. Principal Tax Due C19)= 39, 178.85
TAY (`DCTTTG•.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
12-28-2007 (0009116 1,315.79 25,000.00
06-27-2008 (0009948 .00 12,863.06
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 39,178.85
BALANCE OF TAX DUE .00
INTEREST ANI1 PEN. .00
TOTAL DUE . 00 ''
C IF TOTAL DUE IS LESS THAN S1, 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.)