HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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CALDWELL ~ KEARNS
3631 N FRONT ST
HBG PA 17110
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TAXES ~ ,ppP-FtAISEMENT, ALLOWANCE OR DISALLOWANCE
__.~~ ~ ` .I..DF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 EX AFP (O1-D9)
DATE 04-13-2009
ESTATE OF MCCLURE ETHEL H
DATE OF DEATH 09-14-2008
FILE NUMBER 21 08-0965
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-12-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
29G9 APR t 3 AM 10~ 57
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 MCCLURE ETHEL H FILE N0. 21 08-0965 ACN 101 DATE 04-13-2009
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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 38 5,821.48 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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 114,958.58
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (B] 500,780.06
APPROV ED DEDUCTIONS AND EXEMPTIONS:
11,848.37
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 11 .848.37
12. Net Value of Tax Return (12) 488,931.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 488,931.69
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 C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 488,931.69 X 045= 22,001.93
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 (19)= 22,001.93
TAY rQCTTTC.
~~ PAYMENTS
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-09-2008 CD010624 1,100.10 20,901.93
TOTAL TAX CREDIT 22,002.03
BALANCE OF TAX DUE .lOCR
INTEREST AND PEN. .00
TOTAL DUE .lOCR (,
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. `
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)