HomeMy WebLinkAbout02-06-09COMMONWEALTH OF PENNSYLVANIA
pEPARTMENT OF REVENUE
_ - i ,
__ •NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - _ ,• ~_ ~ ~OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ` REV-1547 EX AFP (12-OS)
~~~~ FEg "~ Phi ~~~ li4 DATE 02-02-2009
ESTATE OF MCGEE LAURA C
,~ F";~i"~- DATE OF DEATH 05-13-2008
Gs.'.' ~ ~;';~;1,~~T FILE NUMBER 21 08-0555
~RP~ ~ ' ~' ~~ nA COUNTY CUMBERLAND
JOHN M EAKIN C'~'~'` ^ _._ ACN 101
MARKET Sq BLDG APPEAL DATE: 04-03-2009
MECHANICSBURG PA 17055 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABILE 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 APPRAISEMENT, ,ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCGEE LAURA C FILE N0. 21 08-0555 AC:N 101 DATE 02-02-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETU RN N0. O1
1. Real Estate (Schedule A) (1) 135, 000.00 NOTE: To insure proper
(2) 5,8 38.00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 10 6,5 28.09
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 5, 146.12
fig) 252,512.21
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 27,806.87
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) I9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.122.27
11. Total Deductions (11) 29.929.14
12. Net Value of Tax Return (12) 222,583.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .J) C13) .00
14. Net Value of Estate Subject to Tax
I14) 222,583.07
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:
.00 00 .00
15. Amount of Line 14 at Spousal rate I15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •DO X 045 = .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 C18) 222,583.07 X 15 = 33,387.46
19 Principal Tax Due (19)= 33, 387.46
.
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- PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-06-2008 (0010101 1,578.95 30,000.00
10-OS-2008 (0010385 .00 3'.,836.61
TOTAL TAX CREDIT 35,415.56
BALANCE OF l"AX DUE 2,028.1OCR
INTEREST AND PEN. .00
TOTAL DUE 2,028.1OCR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TDTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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REV-1470 EX (6-88)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENTS NAME
Laura C. McGee
REVIEWED BY
Charlotte R. Lamke
INHERITANCE TAX
EXPLANATION
OF CHANGES
ILE
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Accepted revised return.
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