HomeMy WebLinkAbout06-06-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~~ i ~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~}~'-{}~[ F~~~~ IONS AND ASSESSMENT OF TAX
PO BOX 280601 I f~~ A.~ i [~ ~ ~~ rt~ 11„L~
HARRISBURG PA 17128-0601 ~
CLERK OF
'ORPN~IN'S COURT
SAMUEL L ANDES ;~tl~4RF.R.~P'JD C('}, PA
525 N 12TH ST
LEMOYNE PA 17043
cl) .00
c2) .00
c3) .00
c4) .00
I5) 16, 105.23
c6) .00
C7) 45,438.40
CUT ALON_6 THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F~ _ __________
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCKELVEY GERALD JFILE N0.:21 10-0419 ACN: 101 DATE: 05-23-2011
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)
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) b1.543.63
(9) I 84.79
clo) 9,939.17
11. Total Deductions X11) 22, 123.96
12. Net Value of Tax Return C12) 39,419.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) _ 39,419.67
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 39 .41 9.67 x 045 = 1 , 773.89
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= 1 , 773.89
TAX CREDITS:
~+~~_~~ rctt,tiri DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-17-2011 CD014138 .00 1,773.89
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-18-2011 TOTAL TAX PAYMENT 1,773.89
BALANCE OF TAX DUE .00
INTEREST AND PEN. 77,79
TOTAL DUE 77.79
* 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 SIDE OF THIS FORM FOR INSTRUCTIONS.O^n
DATE 05-23-2011
ESTATE OF MCKELVEY GERALD J
DATE OF DEATH 04-23-2009
FILE NUMBER 21 10-0419
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-22-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013