HomeMy WebLinkAbout01-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`,!iN'07'~GE ETF,rITVtl~1;-ITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENt;`ALL'~1WANDF'OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DP,DU'C,TxbNS J11~D ~d5$ESSMENT OF TAX
PO BOX 280601 ~ + ~. ~__
HARRISBURG PA 17128-0601 REV-1547 EX AFP C12-OB)
2~~9,l~6~~ 23 ~~11A.r~~ 01-19-2009
EST E OF MCCORMICK JEAN B
Cry DATE OF DEATH 09-15-2007
Ci~Li'1"` ~r LE NUMBER 21 07-0860
0~~~{~~~ ~ 1~V,~~-~OOUNTY CUMBERLAND
ROBERT G FREY C~ I~ '- ~ '. A~`~Q~ 101
FREY >3, TILEY APPEAL DATE: 03-20-2009
5 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCCORMICK JEAN B FILE N0. 21 07-0860 ACN 101 DATE 01-19-2009
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
(1) .00 NOTE: To insure proper
(2) .00 credit to your account,
.00 submit the upper portion
(3) of this form with your
(4) .00 tax payment.
(5) 124,545.00
(6) 1,902.00
(7) .00
(B) 126,447.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 7,140.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 382 .00
11. Total Deductions (11) 7.ri?7.00
118,925.00
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) C13) .00
14. Net Value of Estate Subject to Tax (14) 118,925.00
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. Amount of Line 14 at Spousal rate (15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 118,926.00 X 045 = 5,352.00
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)= 5,352.00
TAY /`D CTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-13-2007 CD009072 90.79 1,725.00
09-24-2008 CD010303 .00 3,359.40
INTEREST IS CHARGED THROUGH 02-03-2009 TOTAL TAX CREDIT 5,175.19
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF T'AX DUE 176.81
REVERSE SIDE OF THIS FORM INTEREST AN]D PEN. 72.72
TOTAL DUE 249.53
r~
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN ~il, NO PAYMENT IS REQUIRED. `'--~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)