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NOTICE OF INHERITANCE TAX pennsylvan~a ~
BUREAU OF INDIVIDUAL TAXES ~ APP~t.A"~.SNT, ALLOWANCE 0R DISALLOWANCE DEPARTMENT OF REVENUE
....
INHERITANCE TAX DIVISION ~ OF r~p,F~UCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ~-
HARRISBURG PA 17128-0601
~'~~~ ~,L{{~ -~ Fri {2~ 2~ DATE o8-02-2010
ESTATE OF MCGARVEY RUTH J
DATE OF DEATH 03-11-2010
~~ ~'~~~ ~~~' FILE NUMBER 21 10-0285
~~at~'~F~,~J r~i`a~' ~T COUNTY CUMBERLAND
CARL S MCGAR~1~~= ` 1~`"_> ^}., t r~.
ACN 101
1812 EDENWALD LN APPEAL DATE: 10-01-2010
L A N C A S T E R P A 17 6 01 (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 _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-- _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCGARVEY RUTH JFILE N0.:21 10-0285 ACN: 101 ____________ __
OR -
DATE: 08-02-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 2 7 6.8 4 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) 9,7 01.2 7
6. Jointly Owned Property (Schedule F) (6) 20,037.94
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) _ 30 , 016.05
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6.8 6 4.0 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2 0 3.3 9
11. Total Deductions (11) _ 7, 067.44
C12) 22, 947.67
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) _ 22, 947.67
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 22,947.67 X 15 = 3,442.15
19. Principal Tax Due (19 )= 3,442.15
TSY f'R Fil T TS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-19-2010 CD012784 172.11 3,270.04
TOTAL TAX PAYMENT 3,442.15
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.