HomeMy WebLinkAbout12-08-08BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
__ DEPARTMENT OF REVENUE
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_ ~'__ ~.' NOTICE OF INHERITANCE TAX
TAXES - - APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
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`"""' ' " `~' OF-DEDUCTIONS AND ASSESSMENT OF TAX
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SUSAN H CONFAIR
REAGER /~ ADLER
2331 MARKET ST
CAMP HILL PA 17011
cl) .00
(2) .00
(3) .00
(4) .00
(5) 9,859.11
(6) .00
(n .00
REGISTER OF WILLS
CUMBERLAND (:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ 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 MCCORMICK GERALDINE F FILE N0. 21 08-0389 A(;N 101 DATE 12-01-2008
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)
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:
REV-1547 EX AFP C06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(B) 9,859.11
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 1,971.53
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,4 89.26
11. Total Deductions (11) x.460.79
12. Net Value of Tax Return (12) 4,398.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) C13) .00
14. Net Value of Estate Subject to Tax C14) 4, 398.32
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 (15) .00 X 00 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 4,39Et.32 X 045 = 197.92
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 (19)= 197.92
rex rornrre.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
08-22-2008 CD010179 .00 197.92
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 12-01-2008
ESTATE OF MCCORMICK GERALDINE F
DATE OF DEATH 03-08-2008
FILE NUMBER 2L 08-0389
COUNTY CIMBERLAND
ACN 101
APPEAL DATE: 01-30-2009
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 197.92
BALANCE OF T,AX DUE .00
INTEREST ANII PEN. .00
TOTAL DUIE .00
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)