HomeMy WebLinkAbout08-06-12~Q~Q bTICE OF INHERITANCE TAX peI111S~/~Va111a ~
BUREAU OF INDIVIDUAL TA~(~#[~'T~V~ ~ MENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ z L~ DUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
PD BOX 280601
HARRISBURG PA 17128-0601
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JERRY A WEI ESQ
126 E KING ST
SHIPPENSBURG PA 17257-1326
DATE 07-30-2012
ESTATE OF MCKEE DAVID W
DATE OF DEATH 01-16-2011
FILE NUMBER 21 11-1320
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-28-2012
(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 E--
REV--1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPR AISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: MCKEE DAVID WFILE N0.:21 11-1320 ACN: 101 DATE: 07-30-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 32,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .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) C5) 3,06 9.00
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
c6) 598.62
c7) .00
CS) 36, 167.62
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 14.392.25
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 848.61
11. Total Deductions cll) 15,240.86
12. Net Value of Tax Return (12) 20,926.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 20 , 926.76
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 70. 976 _ 76 x 045 = 941 .70
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 C18) .00 X 1 5 - .00
19. Principal Tax Due (19)= 941 .70
TAX CREDITS:
r DATE ' I NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
INTEREST IS CHARGED THROUGH 08-14-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 941.70
INTEREST AND PEN. 23.40
TOTAL DUE 965.10
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.