HomeMy WebLinkAbout07-24-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NUT~iCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES gPPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION F DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ Q
HARRISBURG PA 17128-0601
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JAN L BROWN ray' -
JAN L BROWN & ASSOCS
845 SIR THOMAS CT 12
HBG PA 1.7109
REV-1547 EX AFP (01-09)
DATE 07-13-2009
ESTATE OF MCCARTHY M A
DATE OF DEATH 05-09-2008
FILE NUMBER 21 08-0536
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-11-2009
(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 MCCARTHY M A FILE N0. 21 08-0536 ACN 101 DATE 07-13-2009
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)
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)
L0. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13
14
(1) .00 NOTE: To insure proper
C2) 1.411,419.82 credit to your account,
(3) .DO submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 106.533.67
I6) . 00
c7) 1,574,112.92
fig) 3,092,066.41
163,438.92
C9)
C10) 11 .4 8.
C11) 174.Sr,7.97
c12) 2,917,209.14
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
Net Value of Estate Subject to Tax C14) 2,917,209.14
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
TAY !`DCTTTQ.
(15)
.00 X 00 =
c16) 2,917,209.14 X
c17) • 00 X
rate I18) • 00 X
00
045_ 131,274.41
12 _ .00
15 _ .00
c19)= 131,274.41
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-04-2008 (0010098 6,563.72 127,000.00
TOTAL TAX CREDIT 133,563.72
BALANCE OF TAX DUE 2,289.31CR
INTEREST AND PEN. .00
TOTAL DUE 2,289.31CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)