HomeMy WebLinkAbout02-27-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
^+~ r~•-~+ r,~ rff\,i~i_. ~ .NOTICE OF INHERITANCE TAX
`~~ ~-' ~ ~~ ; AfPRp1IS~MENT, ALLOWANCE OR DISALLOWANCE
~`~J~ t~wj`i'~: OF'`I}EDUCTIONS AND ASSESSMENT OF TAX
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MD 20754
DAVID FONDELIER
3517 SMITHVILLE
DUNKIRK
REV-1547 EX AFP (01-09)
DATE 02-24-2009
ESTATE OF MCCLAREN PAUL E
DATE OF DEATH 03-28-2008
FILE NUMBER 21 08-0392
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-25-2009
(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 ~ ______________
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FcTSTF of MCCLAREN PAUL E FILE N0. 21 08-0392 ACN 101 DATE 02-24-2009
TAX RETURN WAS: C 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)
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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
~1) .00 NOTE: To insure proper
00 credit to your account,
C2) . submit the upper portion
(3) .00 of this form with your
C4) .00 tax payment.
C5) 7.779.41
C6) .00
C7) .00
C8) 7,779.41
3,348.37
C9)
cl0) 6.70
(11) ;.~F:5.07
c1z) 4,424.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax C14)
.00
4,424.34
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 C15) . X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 04 5 . .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 4,424.34 X 15 = 663.65
C19)= 663.65
19. Principal Tax Due
1 AA I.RCUl 1 J'
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-05-2008 CD010502 .00 663.65
I U T A L 1 AA ~. R c,J i 1
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
663.65
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN ~1, 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.)