HomeMy WebLinkAbout07-30-12~[('~{'~~ (~~ CE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES!'-.C.VIJ~ F~'4^'~~T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION (Q] ((~~I~~i ~~ ~~~' TIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 11~~4FEE. ~ ~.~ ~ t;i
HARRISBURG PA 17126-0601
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~yOf~'NAN ~S~ COURT
R MARK THOMAS ~dIBERLAND CO.,
101 S MARKET ST
MECHANICSBURG PA 17055-6328
DATE 07-23-2012
ESTATE OF MACGREGOR DENISE B
DATE OF DEATH 09-22-2011
FILE NUMBER 21 11-1025
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2012
(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 _ ~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS t-'
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEM _
ENT, ALLOWANCE _______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: MACGREGOR pENISE BFILE N0.:21 11-1025 ACN: 101 DATE: 07-23-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 119,010.75 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) .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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15,4 01.81
6. Jointly Owned Property (Schedule F) ~6) 22.32
7. Transfers (Schedule G) ~7) 18,891.13
8. Total Assets c8) _. 153.326.01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 7.358.81
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 579.41
11. Total Deductions X11) 7,938.22
12. Net Value of Tax Return (lp) 145,387.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 145.387.79
NOTE: If an assessment was issued previously, lines 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 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 14.387.79 x 045 = 6,542.45
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)= 6,542.45
TAX CREDITS:
rnrntni RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-21-2011 CD015373 315.79 6,000.00
04-02-2012 CD015784 .00 226.67
TOTAL TAX PAYMENT 6,542.46
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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.