HomeMy WebLinkAbout11-07-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
!; ^,-~~-;,*} '3~,;~~.1`},N~ CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '?f;~l r;~~ p~'PI~A'YSfMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~ OF' ED~CTIONS AND ASSESSMENT OF TAX
PO BDX 280601 ~~ ~~ , I_ ,,~ ; ~, ~..v
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
Z~QBv~ _7 ~~l~; ~~ DATE 11-03-2008
ESTATE OF MCCARTHY PATRICK J
DATE OF DEATH 11-04-2007
C~~h~(l~ FILE NUMBER 21 08-0030
Q~p~~"-'h` S ~~U~T COUNTY CUMBERLAND
SUSAN H CONFAIR ~`~` `'' ~~ ~~~ ~
~~it ~ U '.. ~~., t1 ACN 101
REAGER K ADLER APPEAL DATE: 01-02-2009
2331 MARKET ST (See reverse side under Objections)
CAMP HILL PA 17011 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 F-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCCARTHY PATRICK J FILE N0. 21 08-0030 ACN 101 DATE 11-03-2008
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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 716.80
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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 298,717.16
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 299,433.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
18,610.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10,726.65
11. Total Deductions (11) ?9.336.6
12. Net Value of Tax Return (12)
270,097.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14)
270,097.31
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
TAY rRFT1TTC.
C15) • 00 X 00 _ . 00
C16) 270, 097.31 X 045 = 12, 154.38
t17) • 00 X 12 _ . 00
C18) .00 X 15 _ .00
C19)= 12, 154.38
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-24-2008 (0009203 / 547.37 10,400.00
07-31-2008 (0010080 / .00 1,207.03
TOTAL TAX CREDIT 12,154.40
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A DCCIIAIT CCC DCVCDCC CTTIC AC TLJTC Cf1DM CAD TAICTD111"TTn~IC