HomeMy WebLinkAbout04-23-10r a •
r ...., f ,.; 1{-,,~1¢~ICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES"' ~ -~ APP~ItA'IS'~hl~`NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION t ~ = r:_ ~~" 'D~_QUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 + '~- ~ J '-'` ' `'
HARRISBURG PA 17128-0601
~~~Q ~~'~ 23 P~ 12~ 40
~~; t~ ~ ~.
G~C'jlti `~~'}~,~T
Q~P1~~: ~ ~,~ ~~
LAURIE SHRAWDERCU~`~`~-- -` - -
278 NEWBURG RD
NEWBURG PA 17240
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)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCKEE JR HAROLD FILE N0.:21 09-0516 ACN: 101
------------------
OR
DATE: 04-12-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,410.5 0
6. Jointly Owned Property (Schedule F) (6) 2, 425.09
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 5 , 835.59
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2.8 0 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8.6 6
11. Total Deductions C11) 2,813.66
12. Net Value of Tax Return C12) 3, 021.93
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 3, 021.93
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 a nd 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 C15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 3.0 1 .9; x 045 = 135.99
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)= 135.99
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-13-2009 CD011690 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-1470 EX (688)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Harold J. McKee, Jr.
REVIEWED BY
SCHED
Jennifer J. Schaefer
EXPLANATION OF CHANGES
FILE NUMBER
2109-0516
101
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.
INHERITANCE TAX
EXPLANATION
OF CHANGES
Row Page 1