HomeMy WebLinkAbout05-17-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
AP~tAd'fi,~ n.'~ ~iIANCE OR DISALLOWANCE
OF~~1~EI~U:CT~b~ltl~"~ND ASSESSMENT OF TAX
2~I0 SAY 17 P~ 2~ 34
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HEATHER D ROYER ~;~J' ~~~t {~' ,~' ~~' "'°~' , r~~
SMIGEL ANDERSON 8~ SACKS
4431 N FRONT ST
HBG PA 17110
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-10-2010
ESTATE OF MCCARTHY BARBARA A
DATE OF DEATH 04-17-2409
FILE NUMBER 21 09-0398
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: q7-09-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND''~REMIT PAYMENT T0:
REGISTER OF WILLS'
1 COURTHOUSE SQUAF~E
CARLISLE PA 170];3
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: MCCARTHY BARBARA AFILE N0.:21 09-0398 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 139, 176. 3i8 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 18, 619. 1.1 credit to your account,
OiO submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 18,886.47
6. Jointly Owned Property (Schedule F) C6) 9, 772. 0'5
7. Transfers (Schedule G) (7) 71 , 190.61
8. Total Assets c$) 257,644.62
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 2 2.7 3 4.2 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,0 94.6 3
11 . Total Deductions C11) 25, 828 • 88
12. Net Value of Tax Return C12) 231 , 815.74
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedu le J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 231,815.74
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) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 228.315.74 x 045 = 10 , 274.21
17. Amount of Line 14 at Sibling rate C17) .00 X 12 ~- .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 3,500.00 X 15 •- 525.00
19. Principal Tax Due C19) = 10 , 799.21
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-02-2009 CD011487 526.32 10,000.00
12-15-2009 CD012103 .00 272.91,1
TOTAL TAX PAYME T 10,799.23
BALANCE OF TAX UE .02CR
INTEREST AND PE .00
TOTAL DUE ' .02CR
* 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. ~ ~^
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