HomeMy WebLinkAbout04-16-10 (3)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CLERK C~
ORPF~~1'~ COURT
LAURIE SHRAWDER~'U~'~~~~~-~'`~~` U~.,
278 NEWBURG RD
NEWBURG PA 17240
~' NOTICE OF INHERITANCE TAX
•, , ,~ l~' , ALLOWANCE OR DISALLOWANCE
`''# ,'~~F ,D~;I~QTIONS AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-12-2010
ESTATE OF MCKEE JR HAROLD
DATE OF DEATH 05-19-2009
FILE NUMBER 21 09-0516
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-11-2010
(See reverse side under Objections)
A~ount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
2010 APR 16 AM I I ~ 44
RETAIN_LOWER_PORTION_FOR
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6 THIS LINE
CUT ALON _YOUR_RECORDS_ 4- __ _________________
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPR AISEMEN T, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSM ENT OF TAX
ESTATE OF: MCKEE JR HAROLD FILE N0.:21 09-0516 ACN: 101 DATE: 04-12-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED ( )() CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
. 00 credit to your account,
2. Stocks and Bonds (Schedule B) (2) . submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) '~~ of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,410.50
6. Jointly Owned Property (Schedule F) (6) 2,425.09
7. Transfers (Schedule G) (7) .00
(e) 5,835.59
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 2.80 5.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8.66
(11) 2,813.66
11. Total Deductions 3, 021.93
12. Net Value of Tax Return (12) 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
14. Net Value of Estate Subject to Tax (14) 3, 021 .93
NOTE: If an assesswent 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.
ASSESS MENT OF TAX:
00
00
.00
15. Amount of Line 14 at Spousal rate (15) .
X
16. Amount of Line 14 taxable at Lineal/Class A rate (161 3 .021.93 X 045 = 135.99
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
(19)= 135.99
19. Principal Tax Due
TAX CR EDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
-nse_I;-~nn9 r_no11690 2.13 40.49
INTEREST IS CHARGED THROUGH 04-27-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 42.62
BALANCE OF TAX DUE 93.37
INTEREST AND PEN. .69
TOTAL DUE 94.06
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-7470 EX (&BB)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280801
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Harold J. McKee, Jr. 2109-0516
REVIEWED BY IAC:N 101
Jennifer J. Schaefer
SCHEDULE
EXPLANATION OF CHANGES
Recapitulation Page: Numbers were not carried down page properly. Once filled in,
math error was present and corrected. Tax not computed correctly.
Further correspondence w/ Executrix revealed decedent retained a life estate in real
estate not reported on return. Settlement Sheet and deed were submitted -separate
billing has been completed at Executrix's request to all joint owners of the real estate
($135,000.00 divided by 4 children).
Please note that settlement costs are not allowable as deductions, as the decedent did
not own said real estate at time of passing, and therefore, these expenses are the
responsibility of the joint owners.
ORIGINAL Page 1