HomeMy WebLinkAbout01-07-11NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXESr'fj' ~,~ ~',
INHERITANCE TAx DIVISION ,. ('~`~' 'flED~f ONS AND ASSESSMENT OF TAX
PO BOX 280601 6. ~ >. ~ `,= tf' { (~
HARRISBURG PA 17128-0601 `
GEORGE F DOUGLAS~~I ~~~a:`~'SQa .1; J~"yi ~`t^
354 ALEXANDER SPRING RD
CARLISLE PA 17013
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DEPARTMENT OF REVENUE E
REV-1547 EX AFP t12-10)
DATE 01-03-2011
ESTATE OF MCDERMOND HELEN F
DATE OF DEATH 03-09-2010
FILE NUMBER 21 10-0339
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-04-2011
(See reverse side under Objections)
Amount Remitted ~1
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
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCDERMOND HELEN FFILE N0.:21 10-0339 ACN: 101 DATE: 01-03-2011
TAX RETURN WAS: C X ) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 149, 300.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) t2) .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) t4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E) t5) 4 8,4 3 0.16
6. Jointly Owned Property tSchedule F) (6) .0 0
7. Transfers (Schedule G) (7) 48, 948.81
8. Total Assets t8) 246 , 678.97
APPROV ED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H) C9) 2 9.5 2 7.3 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,4 3 3.8 7
11. Total Deductions tll) 32,9b1.24
12. Net Value of Tax Return t12) 213, 717.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 213,717.73
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 X 00 = .00
c16) 213.71 7.73 x 045 = 9, 617.30
t17) _ oo x 12 = . 00
C18) .00 X 15 = .00
c19)= 9,617.30
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID t-)
AMOUNT PAID
06-03-2010 CD012840 465.84 8,850.92
10-22-2010 CD013533 .00 300.54
TOTAL TAX PAYMENT 9,617.30
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 THIS FORM FOR INSTRUCTIONS. ~~