HomeMy WebLinkAbout05-11-12f[[ ~ T. ~~ OF INHERITANCE TAX pC'11115~/~Val11d ~
BUREAU OF INDIVIDUAL TAXES ~' ,Vl!P~'RA'I'SE'~~L~M~~.~ ).:rALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION _ -~-OF_~DEDE}'~'I~I~N$ AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 - ~ '
HARRISBURG PA 17128-0601
- ~F~Y I
DATE 05-07-2012
ESTATE OF MCCOY CHARLOTTE: R
DATE OF DEATH 08-28-2011
FILE NUMBER 21 11-0975
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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GREGORY KATSHIR EsQ1u~BrzR~~ ~• PA
900 MARKET ST
LEMOYNE PA 17043-1410
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E--
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REV-1547 EX AFP (12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCOY CHARLOTTE RFILE N0.:21 11-0975 ACN: 101 DATE: 05-07-2012
TAX RETURN WAS: CX) 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)
(1) 122,000.00
(2) .00
(3) .00
(4) .00
(5) 45, 174.06
(6) .00
(7) 52, 166.94
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(B) 219,341.99
(9) 9.167.5
(lo) 30.569.81
11. Total Deductions C11) 39,737.33
12. Net Value of Tax Return (12) 179,604.b6
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 179,604.66
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 179.604.6b x 045 = 8,082.21
17. Amount of Line 14 at Sibling rate (17) .0 ~ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 8,082.21
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
11-21-2011 CD015235 404.11 7,678.10
TOTAL TAX PAYMENT 8,082.21
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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