HomeMy WebLinkAbout08-14-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ ...NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~'"'
~' APPRAI~SLM€NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -OF ~DEDIICTIONS AND ASSESSMENT OF TAX
PO 80X 280601
HARRISBURG PA 17128-0601 ~- `-' REV-1547 EX AFP CO1-09)
~~~~ ~~~ ~ ~ ~~~ ~~; ~ ~ DATE 08-10-2009
ESTATE OF MCCLINTOCK CECIL L
DATE OF DEATH 04-13-2008
~L~RK~~~ FILE NUMBER 21 08-0436
QRPH~iN~S COi~RT COUNTY CUMBERLAND
STEPHEN D TILEY ~~: <i ~{~~ ('`~'~ ~?~ ACN 101
FREY K TILEY APPEAL DATE: 10-09-2009
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 _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP COl-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCCLINTOCK CECIL L FILE N0. 21 08-0436 ACN 101 DATE 08-10-2009
TAX RETURN WAS: C 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) 59,500.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .Q 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3)
.0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 38,8 55.8 9
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (g) 98, 355.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10,479.00
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10.274 .00
11. Total Deductions C11) 70.7~~.00
12. Net Value of Tax Return C12) 77,602.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 77, 602.89
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) .0 0 X 0 0 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 77,602.89 X 045 = 3,492.00
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 _ .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 _ .0 0
19. Principal Tax Due C19)= 3,492.00
TAY f DCi1TTC .
A NT
DATE R C T
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-23-2008 CD009911 174.60 4,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 4,174.60
BALANCE OF TAX DUE 682.60CR
INTEREST AND PEN. .00
TOTAL DUE 682.60CR
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE /
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)