HomeMy WebLinkAbout03-15-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX pennsylvan~a ~
AP~~RAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
'-OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-log
SCOTT W MURRISON ESQ•
6 W MAIN ST
PO BOX 232
NEW BLOOMFIELD PA 17068
DATE 03-14-2011
ESTATE OF MCLAUGHLIN GROVER H
DATE OF DEATH 02-21-2010
FILE NUMBER 21 10-0232
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
CUT ALONG THIS LINE -1 RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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: MCLAUGHLIN GROVER HFILE N0.:21 10-0232 ACN: 101 DATE: 03-14-2011
TAX RETURN WAS: C X) 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 Stack/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 Expense::/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) .00
C2) .00
c3) .00
C4) .00
c5) 274,886.95
C6) .00
C7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 274 , 886.95
~9) _ 1 1 , 696.24
clo)__ 7,292.28
11. Total Deduction;> (11) 18, 988.52
12. Net Value of Tax Return C12) 255,898.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 255,898.43
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 1.4 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C 16) ?Sti , $98 _ 43 X 045 = 1 1 , 515.43
17. Amount of Line 1.4 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 1.4 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 11 , 515.43
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-15-2010 CD012759 575.77 12,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 12,575.77
BALANCE OF TAX DUE 1,060.34CR
INTEREST AND PEN. .00
TOTAL DUE 1,060.34CR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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