HomeMy WebLinkAbout05-11-12~ ,, .,, ~C ¢TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE`~ -~ !4'F~P~R~6 NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION l_.. `~'! ~ OF`:.'!~~UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 i "- - ~ ~- - ~ ' ~•
HARRISBURG PA 17128-0601
ROBERT G FREWI~M~~RL.~~`~i~ vO., PA
5 S HANOVER ST
CARLISLE PA 17013-3307
Pennsylvania
DEPARTMENT OF REVENUE ~
REV-1547 EX AFP (12-11)
DATE 05-07-2012
ESTATE OF MCKINSEY JULIE M
DATE OF DEATH 12-20-2010
FILE NUMBER 21 11-0005
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2012
(See reverse side under Objections)
Amount Remitted C
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 E-
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCKINSEY JULIE MFILE N0.:21 11-0005 ACN: 101
OR
DATE: 05-07-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) 44 3.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form witF your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 36,428.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) .00
8. Total Assets c8) 36.871.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Iq) 1,129.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C 10) 61,295.00
11. Total Deductions I11) 62,424.00
12. Net Value of Tax Return X12) 25,553.00-
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 25,553.00-
NOTE: If an assessment was issued previously, lines 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 C15) .00 x 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) .DO 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)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID
C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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.
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