HomeMy WebLinkAbout11-23-11NOTICE OF INHERITANCE TAX
suREau of INDIVIDUAL TAXES r,'-r`AA~R-+RISEik~,~,~('FTn,~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION flf_' DEDUI:T~ONS AND ASSESSMENT OF TAX
PO BOX 2806D1 ~ ~ ~ ~`~
HARRISBURG PA 17128-0601
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ROBERT C SAIDIS E~Qf~ L-i ~ ,~~~,, ~`,`~ ~;4,
26 W HIGH ST
CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 11-07-2011
ESTATE OF MCCABE LLOYD B
DATE OF DEATH ID7-11-2010
FILE NUMBER .Z1 10-0734
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-06-2012
(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 RE(:ORDS F-
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT;, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCABE LLOYD BFILE N0.:21 10-0734 ACN: 101 DATE: 11-07-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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)
(1) •00 NOTE: To ensure proper
C2) 11,481.18 credit to your account,
.00 submit the upper portion
C3) of this form with your
C4) • 00 tax payment.
~5) X45, 303.95
c6) .00
C7) 838, 159.63
C8) 894.944.76
Cq) 27.707.79
clo) 16,229.54
C11) 43,937.33
11. Total Ded uctions 851,007.43
12. Net Value of Taz Return C12)
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
t to Tax
t
S
E
t
bj C14) 851,007.43
14. Net Value ec
e
u
of
s
a
NOTE: If an assessment was issued previously, li nes 14, 15 and/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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) SS1.D07.43 x 045 = 38,295.33
17. Amount of Line 14 at Sibling rate C17) -off X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
Principal
19 Tax Due (19)= 38,295.33
.
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-01-2010 CD013442 1,736.84 33,000.00
04-11-2011 CD014281 .00 3,558.54
TOTAL T,AX PAYMENT 38,295.38
BALANCE OF TAX DUE .05CR
INTEREST AND PEN. .00
TOTAL DUE .05CR
~ 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.