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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
~~ ,@;F ;8~~]rU~C_ {rP ,- AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
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REV-1547 EX AFP (12-09)
DATE 11-01-2010
ESTATE OF MCHALE MARY A
DATE OF DEATH 06-10-2009
FILE NUMBER 21 09-0588
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-31-2010
(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 _ --! 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: MCHALE MARY AFILE N0.:21 09-0588 ACN: 101 DATE: 11-OI-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C )() CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED 0N: SUPPLEMENTAL RETURN N0. O1
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,
3.
Closely Field Stock/Partnership Interest (Schedule C)
(3) .0 0 submit the upper portion
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) 9,5 7 5.4 7
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7} .0 0
8. Total Assets (8) 9 , 575.47
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C93 98 8.7 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11 . Total Deductions C11) 988 • 78
12. Net Value of Tax Return C12} 8,586.69
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 50,867.37-
NOTE: If an assessment was issuedpreviously, li nes 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 0 4 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) .0 0 X 15 = .0 0
19. Principal Tax Due C19}= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF TFtIS FORM FOR INSTRUCTIONS.
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REV-1470 EX (01-10)
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DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Mary Ann McHale 2109-0588
REVIEWED BY ACN
Brett Walker 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Applied excess deductions from prior return(s).
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