HomeMy WebLinkAbout10-02-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~-,-.,1~r.~{- NL1T_IGE.- QF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '. A'PPR'A!I!SEMENT~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ `'QF-DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~ ~ :. ,
HARRISBURG PA 17128-0601 ~ REV-1547 EX AFP (01-09)
L~~~~~~_Z ~~~~: ~~ DATE 09-28-2009
ESTATE OF FARRELL GRACE S
DATE OF DEATH 04-09-2008
C~~~ ~ (,fir FILE NUMBER 21 08-0438
Q~PE'`'T`'v~ ry ~"3;JRT COUNTY CUMBERLAND
JAMES J MCCARTHY JR E~bJ' 1 ~' '~~ ~~5, ACN 101
MCCARTHY ETAL APPEAL DATE: 11-27-2009
2 0 41 H E R R S T (See reverse side under Objections )
HBG PA 17103-1624 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 PORTION FOR YOUR RECORDS E- _ _______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FARRELL GRACE S FILE N0. 21 08-0438 ACN 101 DATE 09-28-2009
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank DepositslMisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
C1) .00 NOTE: To insure proper
(2) •00 credit to your account,
submit the upper portion
C3) .00 of this form with your
(4) .00 tax payment.
c5) 12 , 887.14
cs) . 00
c7) .00
ca) 12,887.14
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) -OD
12,887.14
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00
Tax
t t
t
S
b
E
t (14) 12,88 7.14
14. jec
o
a
e
u
Net Value of
s
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:
12,887.14 00 .00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at LineallClass 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 (18) •00 X 15 = .00
Principal
19 Tax Due (lg). .00
.
~~`PAYMENT~
DATE RECEIP
NUMBER D SCOUNT (+)
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 ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE SLIER
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) f)