HomeMy WebLinkAbout05-08-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ NOTICE OF INHERITANCE TAX
_ APPRATSEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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JAN L BROWN
JAN L BROWN & ASSOC
845 SIR THOMAS CT 12
HBG PA 17109
DATE 05-04-2009
ESTATE OF MCCARTHY JR CALVIN D
DATE OF DEATH 09-25-2007
FILE NUMBER 21 07-1044
COUNTY CUMBERLAND
ACN 101
APPEAL DA'~E: 07-03-2009
(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 _ --1 R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~-- _ _______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCCARTHY JR CALVIN D FILE N0. 21 07-1044 ACN 101 DATE 05-04-2009
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
(1) .00 NOTE: To insure proper
(2) 41 , 095.16 credit to your account,
.00 submit the upper portion
(3) of this form with your
(4) 25,534.71 tax payment.
(5) 54.460.45
(6) .00
(7) .00
($) 121 , 590.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
1-e',206.17
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 25.534.71
11. Total Deductions (11) ;7.740.88
12. Net Value of Tax Return (12) 83,849.44
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13)
83,849.44
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 assessed to date.
ASSESSMENT OF TAX:
.00 00 .00
15. Amount of Line 14 at Spousal rate (15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 83,849.44 X 045 = 3,773.22
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 1 5 = .00
19. Principal Tax Due (19)= 3,773.22
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT' PAID
06-23-2008 CD009920 .00 4,000.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1547 EX AFP CO1-09)
TOTAL TAX CREDIT 4,000.00
BALANCE OF TAX DUE 226.78CR
INTEREST AND PEN. .00
TOTAL DUE 226.78CR
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE V
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)