HomeMy WebLinkAbout07-10-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ _ ~~N~_ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '"~' i ~ ,--' A~~.,~~A.~SE,MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - - ~ .rrT"`
PO BOX 280601 _O~;p~HUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
MICHAEL L BANGS
429 S 18TH ST
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PA 17011
DATE 07-06-2009
ESTATE OF MCKAY MARY E
DATE OF DEATH 11-19-2008
FILE NUMBER 21 08-1273
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-04-2009
(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 ~ 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 MCKAY MARY E FILE N0. 21 08-1273 ACN 101 DATE 07-06-2009
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
REV-1547 EX AFP (01-09)
~1) .0 0 NOTE: To insure proper
~2) .00 credit to your account,
00 submit the upper portion
C3) of this form with your
~4) .00 tax payment.
~5) 2,525.30
~6) 27,940.70
~7) .00
~$) 30,466.00
6,541.52
C9)
c10) 398.21
C11) 6.939.73
c12) 23,526.27
Non-elected 9113 Trusts (Schedule J) (13) .0 0
C14)
23,526.27
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 (16) 23, 526.27 X 045 = 1 , 058.68
17. Amount of Line 14 at Sibling rate (17) •0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due
T T [. _ C19)= 1,058.68
~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-18-2009 CD010916 52.93 1,005.75
TOTAL TAX CREDIT 1,058.68
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 61, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE r1
A REFUND- SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~,~/