HomeMy WebLinkAbout03-26-12,~QQ~~r~u~-~p~.,- TANCE TAX Pennsylvania ~~ °,~`'
BUREAU OF INDIVIDUAL TAXES APPRAI~MSM~TSr~AL,.C~~~N~ OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ DEPARTMENT OF REVENUE
OF DE~~~,'F~bI~~:,AM~ ~~j SESSMENT OF TAX
PO BOX 280601 ~ REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
LAUREN E BOGER
1 W MAIN ST
SHIREMANSTOWN
4?' ''r='`' C t7 ~i ~ ~.' Ffk+TE 03-19-2012
ESTATE OF MCCANN MARGUERIT E
(~~ F~;~ (~~ DATE OF DEATH 05-19-2011
Q~~ ;1~.,(\~'<; (~~ j;,~~j FILE NUMBER 21 11-0899
Cl~~.~~m"~ " (, ~;~~~ , P~OUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-18-2012
PA 17011 - 6327 (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 RECORDS
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REV-15 _
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47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
______
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCANN MARGUERIT EFILE N0.:21 11-0899 ACN: 101 DATE: 03-19-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED V
ALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 00
2.
Stocks and Bonds (Schedule B) C2 .
00 NOTE: To ensure proper
credit t
) , o your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5. .
Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 19,205.07 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: Cs) 19.205.07
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 06 90
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions
12.
Net Value of Tax Return (11) 5,506.90
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts C12)
(Schedule J) 13,698.17
14.
Net Value of Estate Subject
to Tax C13) .00
(14) _ 13,698.17
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
18
reflect figures that
include the total
of ALL ,
,
returns assessed to date and 19 will
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) 00
00 =
16.
Amount of Line 14 taxable at
Lineal/Class A rate
C16) .
X
1~
6 9 .0 0
17.
Amount of Line 14 at Sibling
rate .
8.17 x 045 =
616.42
C17) -00 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 00
15 =
19.
Principal Tax Due .
X .00
TAX CREDITS:
C19)=
616.42
"""" ^°`'°ar' DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
10-04-2011 CD015029 .00 616.
TOTAL TAX PAYMENT 616.42
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.