HomeMy WebLinkAbout03-26-10:-~-,~n~,-,r-=, ;-;-~~ T~,CE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES - AP'PRA~SEFIEN~f, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION it;_',:.,,!..„~#Ft,;,D~`~UC~IONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
~~~~ ~~~ 2~ ~M ~2~ ~F ~ DATE 03-22-2010
ESTATE OF MCKEEHAN SR EDGAR F
C',~~R~~ (~r DATE OF DEATH 02-16-2009
(~~()~-IG~!'~ ^~(1~3 FILE NUMBER 21 09-021b
~ "'''" .:" " ~`` COUNTY CUMBERLAND
G~1~J.r~. ~~C .;,._~, PA.
RICHARD L WEBBER JR ESQ ACN 101
WEIGLE ~ ASSOCS APPEAL DATE: 05-21-2010
126 E KING ST (See reverse side under Objections)
SHIPPENSBURG PA 17257 Aeount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE flR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCKEEHAN SR EDGAR FFILE N0.:21 09-0216 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 8 70.00 credit to your account,
Submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. MortgagesJNotes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 31,502.4 3
6. Jointly Owned Property (Schedule F) (b) 7,337.72
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 39.710.15
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3.4 30.91
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 876.19
11. Total Deductions (11) 4,307.10
12. Net Value of Tax Return (12) 35,4D3.05
13. Charitablel6overnmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 35,403.05
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00
lb. Amount of Line 14 taxable at Lineal/Class A rate C16) X5 .403.05 x 045 = 1,593.14
17. Amount of Line 14 at Sibling rate C17) .00 X 1 2 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due (19 )= 1 , 593.14
TAX CR EDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
r05-11-2009 CD011221 74.66 1,900.00
TOTAL TAX PAYMENT 1,979.66
BALANCE OF TAX DUE 386.52CR
INTEREST AND PEN. •00
TOTAL DUE 386.52CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" GCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. D '(~