HomeMy WebLinkAbout10-17-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2806D1
HARRISBURG I'A 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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JEFF A MCNELLY ~^'.,~
1428 SIMPSON FERRY RD
N'EW CUMBERLAND PA 17070
REV-1547 EX AFP (06-05)
DATE 10-13-2008
ESTATE OF MCNELLY JOHN C
DATE OF DEATH 10-31-2007
FILE NUMBER 21 07-1085
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-12-2008
(See reverse side under Objections)
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-154'7 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCNELLY JOHN C FILE N0. 21 07-1085 ACN 101 DATE 10-13-2008
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. Fteal Estate (Schedule A) (1) 129, 000.00 NOTE: To insure proper
2. >tocks and Bonds (Schedule B) (2) 13,800.00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 154,4 00.00
6. .Jointly Owned Property (Schedule F) (6) 33,500.00
7. lfransfers (Schedule G) (7) 283,500.00
8. Total Assets C8)
614,200.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
11,200 .00
9. F=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 11 .200.00
12. Net Value of Tax Return (12)
603,000.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14)
603,000.00
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. i4mount of Line 14 at Spousal rate C15) • 00 X 00 = . 00
16. ~4mount of Line 14 taxable at Lineal/Class A rate (16) 603, 000.00 X 045 = 27, 135.00
17. ~4mount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. ~4mount of Line 14 taxable at Collateral/Class B rate C18) • 00 X 15 _ . 00
19. Principal Tax Due (19)= 27, 135.00
TAY rRF:1lTTS
PAYMENT
DATIE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-30-2008 CD009231 1,356.75 25,992.00
TOTAL TAX CREDIT 27,348.75
BALANCE OF TAX DUE 213.75CR
INTEREST AND PEN. .00
TOTAL DUE 213.75CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. \
FOR CP~LCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE / \