HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX ~ennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES :~° 7kR~RA'I;S&M~~N~{';~~-LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION 'i-dF~.D~DU.CTIDNS AND ASSESSMENT OF TAX i REV-1547 EX AFP C12-09)
PO BOX 280601 ,_ ,_; ~ ; s_,,, ._
HARRISBURG PA 17128-0601 ~ I
~~ ~ ~ ~ ~~, ~ ~~; ~~: ~ ~ DATE 03 - 22 - 2010
ESTATE OF MCDONALD JOSEPH V
DATE OF DEATH 08-21-20p8
~1~i,TM „~; ;~~~,, !^r FILE NUMBER 21 08-0949
i~''' ' ' -' `~-~ '~-", ~ + COUNTY CUMBERLAND
THOMAS E FLOWER ~L,'i / "~^_ ~_~~~ ~~' w,.'a. ACN 101
SAIDIS ETAL APPEAL DATE: 0 -21-2010
210 9 MARKET S T (See reverse side under 'Objections )
CAMP HILL PA 17011 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS _ _______________
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWA CE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA
ESTATE OF: MCDONALD JOSEPH VFILE N0.:21 08-0949 ACN: 10~ DATE: 03-22-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 4,8 9 9.6 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) •0
6. Jointly Owned Property (Schedule F) C6) •0'
7. Transfers (Schedule G) (7) 77, 957. 0
8. Total Assets 8) 82,856.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0
11. Total Deductions ( 1) .0 0
12. Net Value of Tax Return ( 2) 82, 856.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C 3) .0 0
14. Net Value of Estate Subject to Tax C 4) 82, 856 .60
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:
15. Amount of Line 14 at Spousal rate C15) 82,856.60 X p0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x p 4 5 = .0 0
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 (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX PAYMEI~IT
BALANCE OF TAX D E
INTEREST AND P
TOTAL DUE
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CR DIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. r-~..,,~
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