HomeMy WebLinkAbout07-29-11~C,` 1'~1' ~ `~~~-Flj~ NOTICE OF INHERITANCE TAX Pennsylvania i
BUREAU OF INDIVIDU$'~ TAXES ;~~1RAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~~.
INHERITANCE TAX DIVISION~~~.-. ._ ~-~~ '-•~~~ OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 IX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601 {{^~~ [^
CLERK 0~
ORPI-iA.N'S COURT
CUMREP..~'~~' ~~(` PA.
DAVID W DELUGE
301 MARKET ST
PO BOX 109
LEMOYNE PA 17043
DATE 07-18-2011
ESTATE OF MCCLURE MARION I
DATE OF DEATH 01-21-2011
FILE NUMBER 21 11-0594
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2011
(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 RECORDS t~
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCLURE MARION IFILE N0.:21 11-0594 ACN: 101 DATE: n7-1R-~nII
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) ,QO credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,114.00
6. Jointly Owned Property (Schedule F) (6) 6,867.54
7. Transfers (Schedule G) ~7) DO
8. Total Assets cs) 10 , 981.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 986.86
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 250.94
11. Total Deductions X11) 1,237.80
12. Net Value of Tax Return C12) 9,743.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 9,743.74
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 00 - .0 U
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 9.74 x.74 x 04 5 = 4 38.4 7
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 438.47
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-18-2011 CD014489 .00 438.47
TOTAL TAX PAYMENT 438.47
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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. G{
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