HomeMy WebLinkAbout06-06-11 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
rh4R ~~~LOWANCE OR DISALLOWANCE
v _ AND ASSESSMENT OF 1-AX
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1 1~ l 4J ~ 'V M v
CLERK OF
ORPHAN'S COURT
BARBARA G GRAYBILL CttMF3EPI~`~~ r~
42b SWAMP RD
MIFFLINTOWN PA 17059
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 05-30-2011
ESTATE OF MACFARLANE JOHN W
DATE OF DEATH 01-21-2008
FILE NUMBER 21 08-0266
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-29-2011
(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: MACFARLANE JOHN WFILE N0.:21 08-0266 ACN: 101 DATE: 05-30-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 618,666.63
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets IS) 618.666.63
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 2 3. 857.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6, 176.32
11. Total Deductions (11) 30,034.22
12. Net Value of Tax Return (12) 588,632.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 588,632.41
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) F:88.6~2.41 x 045 = 26,488.46
17. Amount of Line 14 at Sibling rate (17) _00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19 )= 2b,488.46
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-18-2008 CD009584 1,052.63 20,000.00 NOTE: AMNESTY NP
12-15-2010 AMNP PEN 299.52 .00 PENALTY ASSESSED
03-09-2011 CD014108 52.63- 5,488.46
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-10-2011 TOTAL TAX PAYMENT 26,488.46
BALANCE OF TAX DUE .00
INTEREST AND PEN. 841.37
TOTAL DUE 841.37
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.