HomeMy WebLinkAbout03-15-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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WM D SCHRACK I ~ x; '._ .
124 W HARRISBURG ST ~,
DILLSBURG PA 17019
C1) .00
C2) 184,472.35
C3) .00
c4) .00
C5) 862, 492.92
C6) .00
c7) .00
CUT ALONG THIS LINE ---- -~- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _ ______
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCKINLEY CATHERINE MFILE N0.:21 10-0793 ACN: 101 DATE: 03-14-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 1,046,965.27
C9) 6 1 8 . 8
Clo) .00
11. Total Deductions C11) 62,218.58
12. Net Value of Tax Return (12) 984,746.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1,0 0 0.0 0
14. Net Value of Estate Subject to Tax c14) 983, 746.69
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 C16) _0 0 x 04 5 = .0 0
17. Amount of Line 1''+ at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 1''+ taxable at Collateral/Class B ra te C18) 983,746.69 X 15 = 147,562.00
19. Principal Tax Due C19)= 147,562.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-11-2010 CD013487 7,378.10 142,500.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 03-14-2011
ESTATE OF MCKINLEY CATHERINE M
DATE OF DEATH 07-13-2010
FILE NUMBER 21 10-0793
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-13-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 149,878.10
BALANCE OF TAX DUE 2,316.1OCR
INTEREST AND PEN. .00
TOTAL DUE 2,316.1OCR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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