HomeMy WebLinkAbout03-25-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX pennsylvania ~ ~~
APPR'AYSEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
SCOTT W MORRISON ESQ
6 W MAIN ST
PO BOX 232
NEW BLOOMFIELD PA 17068
DATE 03-14-2011
ESTATE OF MCLAUGHLIN DOROTHY F
DATE OF DEATH 02-27-2010
FILE NUMBER 21 10-0231
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 ---- -~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS E--
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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 DOROTHY FFILE N0.:21 10-0231 ACN: 101 DATE: 03-14-2
011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 90, 000
00
2. Stocks and Bonds (Schedule B) (2) .
,Q Q NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
5 2,9 2 0.9 9 tax payment.
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 142, 920.99
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)-- ~ 9. 4
10. Debts/Mortgage Liabilities/Liens (Schedule I] (10) 16, 129.52
11. Total Deductions
12 • Net Value of Tax Return C11) 31,648.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule C 12)
J) (13) 111 , 272.23
.0 0
14. Net Value of Estate Subject to Tax (14) _ __ 11 1 , 272.23
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 (16) _ 1 1 1 7 ?3 X 045 ,
= 5, 007
25
17. Amount of Line 14 at Sibling rate (17) 0 0 X 12 .
-
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
.0 0 X 15 ,~ p
-
0 0
19. Principal Tax Due .
TAX CREDITS: (19)= 5, 007.25
PAYMENT RECEIPT
DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-29-2010 CD01
3840 17.63- 5,029.20
TOTAL TAX PAYMENT 5,011.57 _
BALANCE OF TAX DUE 4.32CR
INTEREST AND PEN. .00
TOTAL DUE 4.32CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "'CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.