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Home My WebLink About07-05-11-,~,- --r BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 r ~~rr~`,r„-r.~ ;..~ OF INHERITANCE TAX f~~~..AF~F!R./~ISk~ALLOWANCE OR DISALLOWANCE ~~~ ~'`',,©F~I~~~D~~ONS AND ASSESSMENT OF TA:X r. ti i ~ ~ U L ~ t J i ' ~.~1 ~' CLERK OF ORPHAN'S COURT GREGORY R REED ES~IJ~~~~#..~~~n ~C)., PA; 3120 PARKVIEW LN HBG PA 17111 pennsylvan~a ( ~ :mm DEPARTMENT OF REVENUE REV-1547 IX AFP (12-10) DATE 06-20-2011 ESTATE OF MCCOMBS ANNA M DATE OF DEATH 05-25-2010 FILE NUMBER 21 10-0572 COUNTY CUMBERLAND ACN 101 APPEAL Di4TE: 08-19-2011 (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 ~ RETAIN LOWER PORTION FOR YOUR REC!)RDS E'- REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: MCCOMBS ANNA MFILE N0.:21 10-0572 ACN: 101 DATE: 06-20-2011 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) 58,365.24 NOTE: To ensure proper 2. Stocks and Bonds tSchedule B) (2) .0 0 credit to your account, 0 0 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) t4) •0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 183, 161 .80 6. Jointly Owned Property (Schedule F) C6) 27,920.96 7. Transfers (Schedule G) C7) 28,933.52 8. Total Assets C8) 298 , 381 .52 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 2,4 4 7.3 3 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0 11. Total Deductions C11) 32,447.33 12. Net Value of Tax Return C12) 265, 934.19 13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 265, 934.19 NOTE: If an assessment was issued previously, lines 14, 15 andl/or 16, 17, 18 and 19 will reflec t figures that include the total of ALL returns assessed to date . ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 X 0 4 5 = .0 0 17. Amount of Line 14 at Sibling rate C17) 56 .854 _ 4g X 12 = 6, 822.54 18. Amount of Line 14 taxable at Collateral/Class B rate C18) 209, 079.71 X 15 = 31 , 361.96 19. Principal Tax Due C19)= 38, 184.50 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 08-04-2010 CD013165 1,894.74 3~i,000.00 04-13-2011 CD014307 1.12- 384.50 TOTAL TAX PAYMENT 38,278.12 BALANCE OF TAX DUE 93.62CR INTEREST AND PEN. .00 TOTAL DUE 93.62CR * 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.