HomeMy WebLinkAbout07-09-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO 80X 280601
HARRISBURG PA 17128-0601
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REV-1547 EX AFP (12-09)
DATE 07-05-2010
ESTATE OF MCCOMBS PEARL H
DATE OF DEATH 01-13-2000
FILE NUMBER 21 10-0202
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-03-2010
(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 ~
REV-1547-EX AFP-(12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCOMBS PEARL HFILE N0.:21 10-0202 ACN: 101 _______________
OR
DATE: 0'7-05-2010
TAX RETURN WAS: (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) ,0 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) .0 0
6. Jointly Owned Property (Schedule F) (6) 23, 255.25
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 23,255.25
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 6.41 3.8 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
(11) 6,413.86
11. Total Deductions C12) 16,841.39
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 16,$41.39
NOTE: If an assessment was issuedpreviouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESS MENT 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 (16) 1 6 .841.39 X 06 1 , 010.48
17. Amount of Line 14 at Sibling rate C17) . DO X 00 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
14. Principal Tax Due (19 )= 1 , 010 .48
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-01-2010 CD012408 578.00- 1,588.48
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-02-2010
TOTAL TAX PAYMENT 1,010.48
BALANCE OF TAX DUE .00
INTEREST AND PEN. 12.60
TOTAL DUE 12.60
* 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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