HomeMy WebLinkAbout03-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CHARLES J DENARY
CALDWELL & KEARNS
3631 N FRONT ST
HBG
;.. ,r ;•, n:-~~ ~E OF INHERITANCE TAX
'.l_~~ +;p~,p~tA~~trME~l-~. ALLOWANCE OR DISALLOWANCE
"~.~O.F CD~'1)'UC7iONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
~~~g ~~~ ^~ P~ ~~~ ~~, 3 DATE 03-02-2009
ESTATE OF MCCALL FRANCIS L
DATE OF DEATH 02-23-2008
• ~~~~~i~i~ FILE NUMBER 21 OS-0244
ORFH,~,h''~ ~0'~)~T COUNTY CUMBERLAND
I tylt i ,:;lj '„',,'., ~P, ACN 101
~.. •_
APPEAL DATE: 05-01-2009
(See reverse side under Objections)
PA 17110 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 E~ ______________
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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 MCCALL FRANCIS L FILE N0. 21 08-0244 ACN 101 DATE 03-02-2009
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
C1) 206, 000.00 NOTE: To insure proper
OQ credit to your account,
C2) , submit the upper portion
(3) .00 of this form with your
C4) .00 tax payment.
c5) 210,238.86
c6) .00
c7) .00
cB) 416,238.86
APPROVED DEDUCTIONS AND EXEMPTIONS: 33,052.69
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6.623 .30
11. Total Deductions C11) ;4..675_99._
376,562.87
12. Net Value of Tax Return C12)
.0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13)
376,562.87
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
00
.00
15. Amount of Line 14 at Spousal rate C15) • =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 376,562.87 X 045 = 16,945.33
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19 x Due
l T
P
i
i C19)= 16,945.33
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PAYM NT~~
DATE RECEI
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-15-2008 CD009737 847.27 18,000.00
TOTAL TAX CREDIT 18,847.27
BALANCE OF TAX DUE 1,901.94CR
INTEREST AND PEN. .00
TOTAL DUE 1,901.94CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE LS LESS THAN S1, 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.)