HomeMy WebLinkAbout06-06-11~t-n ~; (~ NOTICE OF INHERITANCE TAX ennsYlvania
n~-~%~~'~FL ~t~~ EMENT, ALLOWANCE OR DISALLOWANCE ~DEPARTMENTOFREVENUE
BUREAU OF T NDD VISIONL T~!~ICr '..~~ _~ `JDEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (lz-lo)
INHERITANCE AX
PO BOX 280601
HARRISBURG PA 17128-0601
LO t. ` .~~i~ 'U t ~~ ~~~ ~ ~ DATE 05-23-2011
CLERK 4F
ORPH~!'S COURT
C1iMBER~D Co., ~#
MARLIN R MCCALEB
219 E MAIN ST
PO BOX 230
MECHANICSBURG PA 17055
ESTATE OF WOOD JAMES D
DATE OF DEATH 06-30-2010
FILE NUMBER 21 10-0718
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
CUT ALON_6 THIS LINE _ --1 RETAIN LOWER POR_TION_ FOR YOUR RECORDS ~-- _ _______________
REV-1547 EX AFP (12-10) NOTICE-OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: WOOD JAMES DFILE N0.:21 10-0718 ACN: 101 DATE: 05-23-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED 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) .00 credit to your account,
00 submit the Upper pOrtlOn
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C47 •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8 4,597.88
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 43,813.56
8. Total Assets (8) 128,411.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 19,26 5.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,198.4 7
11. Total Deductions (11) 21,464.15
12. Net Value of Tax Return (12) 106,947.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 30,22 2.34
Net Value of Estate Subject to Tax
14 (14) 76.724.95
.
NOTE: If an assessment was issued previously, li nes 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) .0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 9.4?3_30 X 045 = 424.05
17. Amount of Line 14 at Sibling rate (17) -~~ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 67,301.65 )( 15 = 10,045.25
19. Principal Tax Due (19)= 10,519.30
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-24-2010 CD013405 131.58 2,500.00
03-25-2011 CD014185 .00 7,887.72
TOTAL TAX PAYMENT 10,519.30
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~v A~