HomeMy WebLinkAbout95-0651~,5- ~ ~ - ~ 7 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION NOTICE OF INHERITANCE TAX
DEPT. 280601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
HARRISBURG, PA 17128-0601 OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1647 EX ~FV (12-9A
DATE 12-16-96
ESTATE OF MCGOWAN HELEN K
DATE OF DEATH 08-14-95
FILE NUMBER 21 95-0651
COUNTY CUMBERLAND
H ANTHONY ADAMS ESQ ACN 101
128 E KING ST Amount Remitted
SHIPPENSBURG PA 17257
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 1
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REV-1547 EX AFP (12-96) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCGOWAN HELEN K FILE N0. 21 95-0651 ACN 101 DATE 12-16-96
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule Dl
5. Cash/Bank Deposits/Misc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
{1) 47,000.00 NOTE: To insure proper
{2) 41 , 401.03 credit to your account,
(3) .00 subeit the upper portion
{4) 50.00 ofi this fora with your
{5) 95,756.34 tax payment.
(6) .00
(7) .00
{$) 184, 207 .37
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
13. Charitable/Governmental Bequests (Schedule Jl
14. Net Value of Estate Subject to Tax
(9) 28,020.89
(lo) .00
(11) 28.020.89
(12) 156,186.48
(13) . 00
(14) 156 ,186.48
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
.00 X .00_
. 00
15. Amount of Line 14 at Spousal rate {15)
16. Amount of Line 14 taxable at LineallClass A rate (161 .00 X .06. . 00
17. Amount of Line 14 taxable at Collateral/Class 8 rate (17) 156,186.48 X .15. 23,427.97
18. Principal Tax Due {lg) 23,427.97
rwv nnrnr~re.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST (-) AMOUNT PAID
09-24-96 AA146773 769.63- 23,420.47
INTEREST IS CHARGED FROM 09-25-96 (o It-z4-yo
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 22,650.84
BALANCE OF TAX DUE 777.13
INTEREST AND PEN. 17.47
TOTAL DUE 794.60
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT^ (CR), YOU MAY BE DUE