HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
• •NO~.ICE .QF _~NHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRA-ISENENT;'•/xtLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~.[j~':~DUCTIONS, ~4ND ASSESSMENT OF TAX
PO BOX 280601 ~ ~~- ~.~ _ _. i L}I ,
HARRISBURG PA 17128-0601 '" REV-1547 EX AFP (01-09)
'~~9 ~~~ ~ ~ ~ l~ l~' ~ j ESTATE OF MCCONNELL9 MYRA J
DATE OF DEATH 01-22-2009
~'~ ~~~ ~%~ FILE NUMBER 21 09-0362
~~ln~~_r''"•~ ^ r'~!~ 1 , i COUNTY CUMBERLAND
MARY B BANZHOFF '~={~ -"' ~ ACN 101
2710 E ROSEGARDEN BLVD APPEAL DATE: 11-14-2009
MECHANIC5BURG PA 17055 (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 f'-
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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 MCCONNELL MYRA J FILE N0. 21 09-0362 ACN 101 DATE 09-15-2009
TAX RETURN WAS: (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 Stack/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
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
($) 274,271.41
APPROVED DEDUCTIONS AND EXEMPTIONS: 27,902.86
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,466.54
11. Total Deductions (11) 79.369.4[1
12. Net Value of Tax Return (12) 244, 902. O1
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax
(14) 244,902.01
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:
00
00
.00
15. Amount of Line 14 at Spousal rate C15) . X _
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 244,902.01 X 045 = 11,020.59
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
C19)~ 11,020.59
19. Principal Tax Due
1 HJl I.R C.L 1 1 J
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-16-2009 (0011118 549.50 10,440.57
PAYMENT MUST BE MADE BY 10-22-2009*.
cl) 185, 000.00
(2) 84,611.85
(3) .00
c4) .00
(5) 4 , 659 .56
(6) .00
(7) .00
TOTAL TAX CREDIT 10,990.07
BALANCE OF TAX DUE 30.52
INTEREST AND PEN. .00
TOTAL DUE 30.52
j- ,
~ LF 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 DUE