HomeMy WebLinkAbout07-30-12NOTICE OF INHERITANCE TAX Pennsylvania ~
A L~aQWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~~ t((~Y~~'' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 ~~` i~.~ ~+1. ~'~Iti~tJ
HARRISBURG PA 17128-0601
2~l2.ll1L 30 PM 3~ f ~ DATE 07-23-2012
ESTATE OF MACKAY ADELE
DATE OF DEATH 01-13-2011
~~~_C..`i ..~; FILE NUMBER 21 12-0039
ORPHANS COU{~! COUNTY CUMBERLAND
ROBERT S MACKAY Cl1MBERLAND CO., PA ACN 101
456 WOODCREST DR APPEAL DATE: 09-21-2012
MECHANICSBURG PA 17050-6810 (See reverse side under Objections)
A~ount Resitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- -~ R_ETA_IN LOWER POR TION
FOR YOUR RECORDS ~--
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE _
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TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: MACKAY ADELE FILE N0.:21 12-0039 ACN: 101 DATE: 07-23-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED 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) ,QQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) of this form with your
(4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 28,792.58
6. Jointly Owned Property (Schedule F) (() .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 28.792.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 13.303.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 24 2.06
11. Total Deductions C11) 13,545.73
12. Net Value of Tax Return C12) 15,246.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 15,246.85
NOTE: If an assess~ent 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 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
~"`^°^' Ktctiri DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
04-05-2012 CD015799 9,78_
07-16-2012 SBADJUST .00
n5) .00 X 00 = .00
(16) 1 x,.146. S~ x 045 = 686.11
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 686.11
AMOUNT PAID
695.89
.07
TOTAL TAX PAYMENT 686.11
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.