HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES (=pP:A~p~SEM6~T, ALLOWANCE OR DISALLOWANCE ~ '
INHERITANCE TAX DIVISION .AF SEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601 -~ ~ .. ~ REV-1547 EX AFP (01-09)
DATE 06-22-2009
~~~~ JUt~ ~E? P~ I ~ ( ~ ESTATE OF MCDERMOND CARL S
DATE OF DEATH 05-29-2008
CLERK~~F FILE NUMBER 21 08-0662
ORPLiA~~1~S vOUR~ COUNTY CUMBERLAND
WILLIAM A DUNCAN CU~F~C~~ i,;,,,~ ~„~ PA ACN APPEAL DATE: 08-21-2009
DUNCAN 8~ HARTMAN
1 I RV I NE ROW (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 f- ______________
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCDERMOND CARL S FILE N0. 21 08-0662 ACN 101 DATE 06-22-2009
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) C2) ,00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,166.01
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 6, 166. O1
APPROVED DEDUCTIONS AND EXEMPTIONS: 1,907.14
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 1 •907.14
12. Net Value of Tax Return I1P) 4,258.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) '~~
14. Net Value of Estate Subject to Tax Cly) 4,258.87
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) 4,258.87 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) • 00 X 045 = . 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 C19)= .00
1HA VRGLLIJ-
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
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 C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIDNAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)