HomeMy WebLinkAbout06-04-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES [~ry "~~'"`y~ ~ _ , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~
IONS AI~~ A~sESSMENT ~~ TAX
PD 80X 284601 ~~;~, ~ i,: b t~
IiARRISBUR6 PA 17128-8601 1+~~ ~ ~~ ~~' °''~'
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JAN L BROWN ~~~`
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845 SIR THOMAS CT
HBG PA 17108
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-31-2010
ESTATE OF MCCARTHY M A
DATE OF DEATH 05-09-2008
FILE NUMBER 21 fld-0536
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-30-2010
(See reverse sale ender Objectcioss)
A~ount Renittsd ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS !~
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM'ENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCARTHY M AFILE N0.:21 08-0536 •CNs )n: DATE: n~-~:_~n~n
TAX RETURN WAS: CX) ACC;EPTED AS FILED C ) CHANGED
~~
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL
RETURN N0.
O1 ,
1. Real Estat• ESchedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) •OQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •00 submit the upper portion
of this form with your
4. Mortgagor/Notes Recoivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 26, 770.54
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
s. Total Assets E8) 26,770.54
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 8.7 0 0.0 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,0 3.0.0 0
11. Total Deductions C11) 10,730.06
12. Net Value of Tax Return C12) 16.,04 .4$
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) ~ 0 0
14. Net Value of Estate Subject to Tax C14) :24 9 ~_
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of A_ returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Duo
TAX CREDITS:
C15) • 00 X
C16) 9 .9~ t~~24~6~ X
C17) _ DO )E
cis) • 00 x
00 .00
045 =;1,.998.23
12 = .00
15 .00
C19)= 131,996.23
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-04-2008 CD010098 6,599.81 127,000.00
07-17-2009 REFUND .00 2,289.31-
01-14-2010 CD012239 16.74- 755.07
TOTAL TAX PAYMENT 132,048..83
BALANCE OF TAX DUE 52.60CR
INTEREST AND PEN. .00
TOTAL DUE 52.60CR
* 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 FORK FOR INSTRUCTIONS.