HomeMy WebLinkAbout08-13-10NOTICE OF INHERITANCE TAX pennsylvan~a ~ ~ T
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEIfUCT~IfINS ANT~~``A~~~~SSMENT OF TAX REV ••1547 EX AFP C12-09)
PO BOX 280601 - - '
HARRISBURG PA 17128-0601 -
DATE 08-09-2010
~~~ r ~' ' ~ "; ~'=` x -E9~~,TE OF MCCARTHY BARBARA A
DATE OF DEATH 04-17-2009
r,• .-,..., , FILE NUMBER 21 09-0398
~,~ ~ -. ,, .COUNTY CUMBERLAND
HEATHER D ROYER ~~„ - ~ACN 101
3RD FLOOR APPEAL DATE: 10-0~6-2010
4 4 31 N F R O N T S T (See reverse side under Objections
HBG PA 17110 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 f-
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCARTHY BARBARA AFILE N0.:21 09-0398 ACN: 101 DATE: 08-09-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 0 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) (5) 1,0 7 9.0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) _ 1 , 079.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7 8 4.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10 , 000.00
11. Total Deductions (11) _ 10, 784.00
12. Net Value of Tax Return (12) _ 9,705.00-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0
14 Net Value of Estate Subject to Tax (14) 222, 110.74
.
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 h ate.
ASSESSMENT 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 C16) 1 fi . 61 0.74 x 045 =' 9 , 837.48
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 ~ .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 3,500.00 X 15 _ 525.00
19. Principal Tax Due C19)_ 10,362.48
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-02-2009 CD011487 518.12 10,000.00
12-15-2009 CD012103 .00 272.91
TOTAL TAX PAYMENT 10,791.03
BALANCE OF TAX DUE 428.55CR
INTEREST AND PEN. .00
TOTAL DUE 428.55CR
* 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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