HomeMy WebLinkAbout05-17-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DALE F SHUGHART
10 W HIGH ST
CARLISLE
NOTICE OF INHERITANCE TAX
APi~R'~k~'A,IE'1~'~~,~A~OWAN~E OR DISALLOWANCE
': 0`~ .:~~I~UCT~,Q~S` AND ASSESSMENT OF TAX
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Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
?~~0~~~ ~~ ~}~ 2:3~? DATE 05-10-2010
ESTATE OF MCCLINTOCK MARY B
/~1 ~~l DATE OF DEATH 09-30-2009
tiL.~i'if~ ~~~ FILE NUMBER 21 09- 1005
~~'M±"~~~I~=,,,~"~!`~~T COUNTY CUMBERLAND
JR ES~~~, .,,,`,_ ;~ ,`;t} , ~A ACN 101
APPEAL DATE: 07-09-2010
PA 17013 (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
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALL
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF
ESTATE OF: MCCLINTOCK MARY SFILE N0.:21 09-1005 ACN:
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liehs (Schedule I)
DWANCE OR
TAX
101 DATE: 05-10-2010
.00 NOTE: To ensure proper
c2) .00
(3) .00
(4) .00
(5) 6,388.72
(6) .00
c7) .00
credit to your account,
submit the upper portion
of this form with your
tax payment.
(s) 6 , 388.72
(q) 11 .001 .27
(lo) 101,218.56
11. Total Deductions (11) 112,219.83
12. Net Value of Tax Return (12) 105,831.11-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 105,831.11-
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) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) -0 0 x 04 5 = .00
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) .00 )( 15 - .00
19. Principal Tax Due (19)' .00
TAX CREDITS:
P DATET i NUMBER I INTEREST/PENIPAID (-) I AMOUNT PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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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