HomeMy WebLinkAbout07-23-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXESr ~~~~~`~~~~~M~IT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~"'~~ ~ tC, QF~, y~Fi4~-CTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
DATE 07-1b-2012
ESTATE OF FORTNEY MARIAN J
DATE OF DEATH 05-16-2011
FILE NUMBER 21 11-0645
COUNTY .CUMBERLAND
ACN 101
APPEAL DATE: 09-14-2012
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
.REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE----- ~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- ~ --
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FORTNEY MARIAN JFILE N0.:21 11-0645 ACN: 101 -----------------
OR
DATE: 07-16-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 185, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .
(3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 310,479.07
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 495,479.07
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3 5,6 8 6.7 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3 0 8.2 4
11. Total Deductions (11) 35, 995. O1
12. Net Value of Tax Return (12) 459,484.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1,0 0 0.0 0
14. Net Value of Estate Subject to Tax (14) 458,484.06
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 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) ,0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 456 , 484.06 x 045 = 20 , 541.78
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 2, 000.00 X 15 = 300.00
19. Principal Tax Due C 19)= 20 , 841.78
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
OS-12-2011 CD014840 631.58 12,000.00
03-13-2012 CD016185 .00 8,210.20
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-14-2012 TOTAL TAX PAYMENT 20,841.78
BALANCE OF TAX DUE ,00
INTEREST AND PEN. 17.50
TOTAL DUE 17.50
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.