HomeMy WebLinkAbout06-19-09 COMMONWEALTH OF PENNSYLVANIA
~ , ~~ r pF,~~ARTMENT OF REVENUE
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4 ' ~. i - -- ~ ~NO~ICE4 OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ ;,C~p,~BRAISE'MENT.', ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION '~-'
•''~'~-b~F"DEDU'CtTONS AND ASSESSMENT DF TAX
PO BOX 280601
HARRISBURG PA 17126-0601 REV-1547 EX AFP CO1-09)
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DATE 06-15-2009
ESTATE OF MCGONIGLE HELENE T
(;~.~~'~~ir DATE OF DEATH 11-28-2008
QP~H!~.i~i'S ~;CiU~T FILE NUMBER 21 09-0050
C~~+;°~ ~ ~~(.~ ,n., PA. COUNTY CUMBERLAND
CHARLES E PETRIE ACN 101
3528 BRISBAN ST APPEAL DATE: 08-14-2004
HBG PA 17111 (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
----------------------- ~ RETAIN LDWER PORTION FDR YOUR RECORDS ~
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REV-1547 EX AFP CO1-097 -----
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NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCGONIGLE HELENE T FILE N0. 21 09-0050 ACN 101 DATE 06-15-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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) .0 0
credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3)
.00 submit the upper portion
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) 5.032.b8
6. Jointly Owned Property (Schedule F] (6) 156, 715.30
7. Transfers (Schedule G) (7] .00
e. Total Assets (e) 161,747.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
765.00
9. Funeral Expenses/Adm. CostslMisc. Expenses (Schedule H) C4)
LD. Debts/Mortgage Liabilities/Liens (Schedule I] C10) .DO
11. Total Deductions (11) 765.00
12. Net Value of Tax Return (12) 160,9$2.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Sub3ect to Tax C14) 160,982.98
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) •0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16] • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate C17) • DO X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate t18) 160,982.98 X 15 _ 24,147.45
19. Principal Tax Due Clg)= 24, 147.45
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PAYMEN
DATE REC I
NUMBER DISCOUN (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-16-2009 CD010777 1,207.37 22,940.08
TOTAL TAX CREDIT 24,147.45
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 REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY HE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)