HomeMy WebLinkAbout07-09-10_ NOTICE OF INHERITANCE TAX pennsylvan~a ~
~R.~~'AT!~.~h~~N~~r~~~tOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ` QF.~IIEp;U,CT,'~'QNS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
~~~~ JVi~ -~ P~ ~2: ~$ DATE 07-05-2010
ESTATE OF MCCLAIR VIVIAN L
Ci~~~C' ~~ DATE OF DEATH 12-19-2009
Of~P~~°~''S flr,U~~ FILE NUMBER 21 09-1204
-~ ~~ ,,, .•-. ~~,-i OAA COUNTY CUMBERLAND
MATTHEW M HAAR ACN 101
7TH FLR APPEAL DATE: 09-03-2010
2 N 2 N D S T (See reverse side under Objections
HARRISBURG PA 17101 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 f-- __________ ____
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCLAIR VIVIAN LFILE N0.:21 09-1204 ACN: 101 DATE: 07-05-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,Q 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 10,074.19
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 10 , 074.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) .0 0
12. Net Value of Tax Return (12) 10, 074.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 10,074.19
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 (15) 10 , 074.19 X 0 0 = . 0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 X 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) _D O X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) 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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS~y