HomeMy WebLinkAbout02-27-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.,.,
7r ~ ~~ i-~I~~i'I;`L;~u,~IF ~2NHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~'•~~p~~-~'SE~4ENT,~AI,^LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ice,, ,rpF' 1~~DlLaT~ONS- AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
Z~~~ ~~Q 2~ }~~ ~~~ ~ ~ DATE 02-24-2009
ESTATE OF MCNAMARA JOHN H
C~EFrC{~F DATE OF DEATH 02-19-2008
ORPN,~,~''S ,~t)RT FILE NUMBER 21 08-0298
~h zr~ , n, p.„('7 ;^,~ ~A COUNTY CUMBERLAND
DAVID H STONE ESQ C~-'`''-''"~' "" ACN 101
STONE ETAL APPEAL DATE: 04-25-2009
414 BRIDGE ST (See reverse side under Objections )
NEW CUMBERLAND PA 17070 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 ~ ______________
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCNAMARA JOHN H FILE N0. 21 08-0298 ACN 101 DATE 02-24-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 126,233.40 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) .00
6. Jointly Owned Property (Schedule F) (6) 10, 120.00
7. Transfers (Schedule G) (7) .0 0
e. Total Assets (g) 136,353.40
APPROVED DEDUCTIONS AND EXEMPTIONS: 16,439.88
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 106 .92
11. Total Deductions (11) 16.46.80
119,806.60
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
119,806.60
14. Net Value of Estate Subject to Tax C14)
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 assess ed to date.
ASSESSMENT OF TAX:
00
OD
.00
15. Amount of Line 14 at Spousal rate (15) • X
=
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 119,806.60 X 045 . 5,391.30
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 C19)= 5,391.30
, .,.. ~.
PA MENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-16-2008 (0009579 22.73 431.91
05-29-2008 (0009817 .00 4,200.00
10-20-2008 (0010429 .00 515.61
INTEREST IS CHARGED THROUGH 03-11-2009 TOTAL TAX CREDIT 5,170.25
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 221.05
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.90
TOTAL DUE 224.95
* 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" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)