HomeMy WebLinkAbout03-26-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JEAN M GRIFFITH
428 MEADOW DR
CAMP HILL
.,~ ~ pLpTI-GE,,OF INHERITANCE TAX
APPRA-ISEMENT-,~.i4LLOWANCE OR DISALLOWANCE
- \OF` AED.UC1'IO~IS AND ASSESSMENT OF TAX
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
~~~~ ~R;~ ~u ~'J ~~~ ~2 DATE 03-22-2010
ESTATE OF MACIFARLAN AGNES R
r.l r• ~~ ~`': DATE OF DEATH 08-01-2009
L_~ ~, FILE NUMBER 21 09-0873
~~~~~~~~~+ ~~ ~r'~ CUMBERLAND
(~I "~ r + ~_' , 1 ,` _~' COUNTY
ACN 101
APPEAL DATE=: 05-21-2010
PA 17011 (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-RECORI)S_ ~ ___________________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, AILLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MACFARLAN AGNES RFILE N0.:21 09-0873 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
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) .00 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) 1,275.00
6. Jointly Owned Property (Schedule F) (6) 19,437.70
7. Transfers (Schedule G) (7) .00
t (g) 20,712.70
8. Total Asse s
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1•,896.37
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
C11) 1,896.37
11. Total Deductions 18,816.33
12. Net Value of Tax Return (12) 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .
(14) 18,816.33
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, li nes 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 (15) .
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 8 .816 ~_ X 045 = 846.73
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)= 846.73
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT P~4ID
DATE NUMBER INTEREST/PEN PAID (-)
09-18-2009 CD011764 42.34 804.39
TOTAL TAX PAYMENT 846.73
BALANCE OF TAX DUE .00
INTEREST E1ND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.