HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES gPgRA'f8E1~ENT,iALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 'OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 260601
HARRISBURG PA 17126-0601 _ ~ REV-1547 EX AFP (06-05)
DATE 09-22-2008
yrq r'] A 1t" ~.
~oU Sc~ 2~ hs'i i 3 ~ ~-}ZESTATE OF M~CKAY EDITH S
DATE OF DEATH 11-15-2007
^' "''" ''~`- FILE NUMBER 21 07-1067
F~+ ~ ~? ' _' ~ ~~ ,~??' COUNTY CUMBERLAND
MARK A MATEYA ~I I ,°'", - ~ !bra ACN 1 D 1
MATEYA LAW FIRM v~"~` r` APPEAL DATE: 11-21-2008
PO BOX 127 (See reverse side under Objections)
BOILING SPGS PA 17007 Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND ICO COURT HOUSE
CARLISLE, P,4 17013
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS •-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF MCKAY EDITH S FILE N0. 21 07-1067 ACN 101 DATE 09-22-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. 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
C1) 20~t, 000..00 NOTE: To insure proper
(2) .00 credit to your account,
00 submit the upper portion
C3) . of this form with your
C4) .00 tax payment.
c5) 87, 199.54
c6) .00
c7) 15,783.45
cB) 306,982.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,543.70
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,,8 34.31
11. Total Deductions. C11) 14.378.01
12. Net Value of Tax: Return C12) 292, 604.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax C14) 292,604.98
NOTE: If an assessment was issued previously, l ines 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 C16) 292, 604.97 X 045 = 13, 167.22
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 C19)= 13, 167.22
TAY rRFT1TTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT I~AID
06-27-2008 CD009952 .00 13,167.22
TOTAL TAX CREDIT 13,167.22
BALANCE OF 7'AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN ~:1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU Et
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)