HomeMy WebLinkAbout11-23-11NOTICE OF INHERITANCE TAX
""APPRA3~E EhiT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES (' ~ ,
INHERITANCE rAx Drv1S10N OF DEAUC'TIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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JERRY R DUFFIE ~.~j ~ ,,`~ r"•
301 MARKET ST
PO BOX 109
LEMOYNE PA 17043
Pennsylvania ~ ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE ].1-14-2011
ESTATE OF MCDONNELL THOMAS C
DATE OF DEATH 1.0-18-2010
FILE NUMBER c.'1 10-1072
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-13-2012
(See reverse ,side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ -! R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~-- _
REV-1547 EX AFP C12-30) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCDONNELL THOMAS (FILE N0.:21 10-1072 ACN: lnl nerF. „_,._~.,,,
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 12i-,000
00
2.
Stocks and Bonds (Schedule B) . NOTE: To ensure proper
(2) ,00 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)
Ei,458
71 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5) .
.00 tax payment.
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) ~7) .00
8. Total Assets
APPROV
ED DEDU c8) 133.458.71
CTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) Ig)_ 11.005.64
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1Fi,061.33
11. Total Deductions X11) 26,066.97
12• Net Value of Tax Return C12) 107,391.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax
C14) 107,391.74
NOTE: If an assessment was issued previously, lines 14, 15 andi'or 16
17 18 a
d 19
reflect figures that include the total
of ALL ,
,
returns assessed to d n
will
ate
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _n0 X 04 5 =
17
A
t .00
. moun
of Line 14 at Sibling rate C17) QO X 12 =
_ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 107,391.74 X 15 = 16,108.76
19. Principal Tax Due
TAX CREDITS: (19)= 16, 108.76
• ^•••~•~• rtc~.eari DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-15-2011 CD014724 .00 16,108.76
TOTAL TAX PAYMENT 16,108.76
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" CCR), YOU MAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE CIF THIS FORM FOR INSTRUCTIONS.