HomeMy WebLinkAbout08-13-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17126-0601
ELIZABETH H FEATHER
3631 N FRONT ST
NOTICE OF INHERITANCE TAX pennsylvania~s ~~ -'~
APPRAISirY~.RT; C~AL~I.QWA~ICE_ OR DISALLOWANCE pEPARTMEN70F REVENUE ?
OF DEI3~GTLdNS 'AN~D'~ A~~SESSMENT OF TAX REV-1547 IX AFP (12-09)
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E~S~TATE OF MCCALL FRANCIS L
DATE OF DEATH 02-23-2008
r`~ ~;~ ~ _~~ FILE NUMBER 21 08-0244
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+~'.., ~ - - ;- "-,,,ACN 101
HBG PA 17110
APPEAL DATE: 10-08-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0;
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
-~'~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS
CUT ALONG THIS LINE F-- _ _______________
_
REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCALL FRANCIS LFILE N0.:21 08-0244 ACN: 101 DATE: 08-09-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) c2) 17,555.14 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) C5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) _ 17,555.14
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) c9) 51 9.9 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions cll) _ 519.96
12. Net Value of Tax Return C12) _ 17, 035.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax (14) _ 393,598.05
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 hate.
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) 393. 598.05. X 045 =' 17,711.91
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) .0 0 X 15 ~ .0 0
19. Principal Tax Due C19)~; 17,711.91
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-15-2008 CD009737 885.60 18,000.00
04-17-2009 REFUND .00 1,901.94-
03-29-2010 CD012542 32.79- 766.58
TOTAL TAX PAYMENT 17,717.45
BALANCE OF TAX DUE 5.54CR
INTEREST AND PEN. .00
TOTAL DUE 5.54CR
* 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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