HomeMy WebLinkAbout08-21-09 (2) COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ' ""', r``N0~'E'CE OF INHERITANCE TAX
INHERITANCE TAX DIVISION qpp-RAISEMENT,`ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 `` `
REV-1547 EX AFP (01-09)
~~~~ A~.~~ ~ ~ ~%~~ ~: ~j5 DATE 08-10-2009
ESTATE OF MCCALL MARY C
~, - DATE OF DEATH 02-26-2008
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FILE NUMBER 21 08-0221
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LISA MARIE COYNE ~
pra COUNTY CUMBERLAND
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~ ACN 101
COYNE S~ COYNE APPEAL DATE: 10-09-2009
3901 MARKET ST (See reverse side under Objections)
CAMP HILL PA 17011-4227 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) ________
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NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCCALL MARY C FILE N0. 21 08-0221 ACN 101 DATE 08-10-2009
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) (1) 165,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 17,172.52 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
00 of this form with your
(4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 307.500.10
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 119, 191.63
8. Total Assets (g) 608,864.25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 6 3,54 6.36
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 772 .27
11. Total Deductions
(11) 64.318.63
12. Net Value of Tax Return C12) 544,545.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 4 36,052.66
14. Net Value of Estate Subject to Tax (14) 108,492.96
NOTE: If an assessment was issued previously, l ines 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) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 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) 108,492.96 X 15 _ 16,273.94
19. Principal Tax Due (19)= 16,273.94
T•ex rornTrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-24-2008 (0009788 813.70 20,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 20,813.70
BALANCE OF TAX DUE 4,539.76CR
INTEREST AND PEN. .00
TOTAL DUE 4,539.76CR ,,
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)