HomeMy WebLinkAbout06-01-12NOTICE OF INHERITANCE TAX pet111S~/~Vclnla 'k. ~
~~Ajl, 0 NCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES APPRA 1~..,.., '#-
INHERITANCE TAX DIVISION DF ~ ~Fll'F3 ~~$ES$MENT OF TAX
REV-1547 IX AFP (12-11)
PO BOX 280601 . h~"; t.: r `~y~
HARRISBURG PA 17128-0601 ~~vtl_;''v_ :p~ ~,~
2JJJ1 JUN " ~ DATE 05-28-2012
PM I2~ 4~sTATE OF DAMS E R
DATE OF DEATH 09-13-2011
vv ttt~:~~~ ~~' FILE NUMBER 21 11-0993
~A~~`J~ ~'~~j COUNTY CUMBERLAND
DONALD J MCCUEN ~ ~ ACN 101
9777 RIVERVIEW DR APPEAL DATE: 07-27-2012
MICCO FL 32976-3122 (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 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: DAM S E RFILE N0.:21 11-0993 ACN: lnl nerF~ n~_~Q_~n,~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED 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) 20,796.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 5,757.62
6. Jointly Owned Property (Schedule F) (6) 49,850.46
7. Transfers (Schedule G) ~7) 65, 168.59
8. Total Assets c8) 181 , 572.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ ?,93 3.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,37 6.25
11. Total Deductions C11) 6,309.96
12. Net Value of Tax Return (12) 175,262.71
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 175,262.71
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17,.761.71 x 045 = 7,886.82
17. Amount of Line 14 at Sibling rate (17)_ .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .00
19. Principal Tax Due (19)= 7,886.82
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-05-2011 (0015308 393.25 7,471.74
PAYMENT MUST BE MADE BY 06-13-2012*.
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 7,864.99
BALANCE OF TAX DUE 21.83
INTEREST AND PEN. .00
TOTAL DUE 21.83
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (~
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