HomeMy WebLinkAbout07-05-11~r. nr~,~_: _1s_ OF INHERITANCE TAX
Au of INDIVIDUAL TAXES '~(~`'~-'~~~~~'A~l~~~"~ " ALLOWANCE OR DISALLOWANCE
BURS ,., ,-., ,-
INHERITANCE TAX DIVISION ~~t~i`Sa, ~~ 4~~"~~~~IONS AND ASSESSMENT OF TA;K
PO BOX 280601
HARRISBURG PA 17128-0601
t...: ~ ~ i ~,.: ~
CI.~RK GAF
((`` OR~A~i'S COURT
CLARENCE E ASBUR`fl~~~~~" ~''~~~ ~~" ~~'
1355 ARMITAGE WAY
MECHANICSBURG PA 17050
~1? 195, 000.00
C2) 57, 694 .88
c3) .00
C4) .00
C5) 63,451.70
C6) .00
C7) 350,410.32
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMEN'~ OF TAX
ESTATE OF: MCCLAFFERTY JAMES WFILE N0.:21 10-0697 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)
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 IX AFP C12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 666 , 556.90
Cq) 18 , 335.26
Clo) 4,593.08
11. Total Deductions C11) 22,928.34
12. Net Value of Tax Return C12) 643,628.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 643, 628 .56
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 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 (17) .~ 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 643, 628.56 X 15 = 96, 544.28
19. Principal Tax Due C19)= 96,544.28
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-04-2010 CD013444 .00 51),350.00
04-18-2011 CD014317 .00 4:3,671.41
INTEREST IS CHARGED THROUGH 07-05-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
DATE 06-20-2011
ESTATE OF MCCLAFFERTY JAMES W
DATE OF DEATH 07-01-2010
FILE NUMBER 21 10-0697
COUNTY CUMBERLAND
ACN 101
APPEAL D~4TE: 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
TOTAL TAX PAYMENT 94,021.41
BALANCE OF TAX DUE 2,522.87
INTEREST AND PEN. 80.53
TOTAL DUE 2,603.40
* 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 SID1= OF THIS FORM FOR INSTRUCTIONS.