HomeMy WebLinkAbout08-31-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
:. ,,OF.DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
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MARCUS A MCKIGHT ~~~T' `°
IRWIN 8~ MCKIGHT
60 W POMFRET ST
CARLISLE PA 17013
DATE 08-24-2009
ESTATE OF SMYTH MARY R
DATE OF DEATH 08-17-2006
FILE NUMBER 21 06-0895
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-23-2009
(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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMYTH MARY R FILE N0. 21 06-0895 ACN 101 DATE 08-24-2009
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) 72,241.80 NOTE: To insure proper
C2) ,00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .0 0
fig) 72,241.80
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 2,783.25
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 372.00
11. Total Deductions C11) ; •) ~~-~~
69, 086 .55
12. Net Value of Tax Return I12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13)
69,086.55
14. Net Value of Estate Subject to Tax ClG)
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B
19. Principal Tax Due
C15) . 00 X
t16) 69, 086.55 X
c17) • 00 x
rate C18) • 00 X
00 _ .00
045_ 3,108.89
12 _ .00
15 _ .00
c19)= 3, 108.89
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PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-30-2009 CD011058 411.61- 4,192.77
TOTAL TAX CREDIT 3,781.16
BALANCE OF TAX DUE 672.27CR
INTEREST AND PEN. .00
TOTAL DUE 672.27CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATIDN OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
n oronun cFF REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)