HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ (~',- NbT~S.GE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES %;pp~pIS~M~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -OF ',DEDU(rT-TONS AND ASSESSMENT OF TAX
PO BOX 280601 _.
HARRISBURG PA 17128-0601 -~ `~
~n~,~ ~~~'~ -9 ~~' IZ~ ~~
n
JANE M ALEXANDER ESQ t`'~ ~- -
148 S BALTIMORE ST
DILLSBURG PA 17019
REV-1547 EX AFP C12-OB)
DATE 01-05-2009
ESTATE OF MCCAUSLIN GERALDINE E
DATE OF DEATH 03-04-2007
FILE NUMBER 21 07-0255
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-06-2009
(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-1547 EX AFP C12-08~ NOTICE OF INHERITANCE TAX APPRAISEM -----
ENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF MCCAUSLIN GERALDINE E FILE N0. 21 07-0255 ACN 101 DATE 01-05-2009
TAX RETURN WAS: (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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 30 > 064.47 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C)
(3)
.00 submit the upper portion
of this form with
o
4. Mortgages/Notes Receivable (Schedule D)
C4)
.00 y
ur
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 223.127.17
6. Jointly Owned Property (Schedule F) C6) 127, 031.63
7. Transfers (Schedule G) C7) .00
8. Total Assets Ig) 380,223.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
11,810.81
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 527.00
11. Total Deductions C11) 12.337.81
12. Net Value of Tax Return C12)
367,885.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax C14)
367,885.46
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) 367,885.46 X 045 = 16,554.85
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 16,554.85
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-04-2007 CD008231 827.74 16,031.25
09-22-2008 CD010291 .00 553.36
TOTAL TAX CREDIT 17,412.35
BALANCE OF TAX DUE 857.50CR
INTEREST AND PEN. .00
TOTAL DUE 857.50CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE