HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
";~-r -~°~~ r,.;N,OE,~DF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~AaR_RAIS'E;M, T)ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - "
PO BOX 280601 -~~ DF pED~yTx01dS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~ ~ "' ` "-" REY-1547 EX AFP CO1-09)
Z~~g ~~R' ~ ~~,a~ ~$ ESTATE OF MCMURRAY09 MARGARET M
DATE OF DEATH 02-27-2008
r~~~~r%~ FILE NUMBER 21 08-0249
/~ ~~~~ ~f ~ ~ ~ !JUST COUNTY CUMBERLAND
STEPHEN D TILEY l~~il~?_ __. „,~ `;~)„ ~~/~ ACN 101
FREY B TILEY APPEAL DATE: 06-12-2009
5 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 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 MCMURRAY MARGARET M FILE N0. 21 08-0249 ACN 101 DATE 04-13-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) 44,002.09
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
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) 12.705.81
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 56,707.90
APPROVED DEDUCTIONS AND EXEMPTIONS: 7,561.78
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 302.23
11. Total Deductions (11) 7.864.01
12. Net Value of Tax Return (12) 48,843.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 4 8,84 3.8 9
14. Net Value of Estate Subjeet to Tax
(14)
.00
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:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 _ .00
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 rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= .00
rex rornrrc.
PAYM NT
DATE REC IPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED.
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.)
REV-1470 EX (8-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
Margaret M McMurray
Deborah Washington
2108-0249
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
5,9,14 Moved all refunds to Schedule E.
816
INHERITANCE TAX
EXPLANATION
OF CHANGES
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