HomeMy WebLinkAbout07-10-12 (3)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA .17128-0601
ROGER B IRWIN ESQ
60 W POMFRET ST
CARLISLE
~T~~~F~i NHERITANCE TAX
A , WANCE OR DISALLOWANCE
E)1~ AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OP REVENUE
REV-1547 EX AFP <12 -11)
?al1JUL 10 PM12~ 15 DATE o7-oz-zDlz
ESTATE OF MCGOWAN VIRGINIA L
VLL,i::~~ .~ DATE OF DEATH 12-01-2011
`~. ,S tp~~ FILE NUMBER 21 11-1328
.rrl COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-31-2012
PA 17013-3243 (See reverse side under Objections) -
Anount 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 APP RAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: MCGOWAN VIRGINIA LFILE N0.:21 11-1328 ACM: 101 DATE: 07-02-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schetlule A7 (17 .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B7 (2) .00 cretlii to your account,
3. Closely Heltl Stock/Partnership Interest CSChetlule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •DO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E7 (5) 29,011.5$
6. Jointly Owned Property (Schedule F) (67 9,099.25
7. Transfers (Schedule G) (77 86,510.25
B. Total Assets (el 124.621.08
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Misc. Expanses (Schedule H7 (97 10.214.75
10. Debts/Mortgage Liabilities/Liens CSChetlule I) (107 3.073.1$
11. Total Deductions (317 13,287.93
12. Net Value of Tax Return (127 111,333.15
13.. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schetlule .q (13) .00
14. Net Value of Estate Subject to Tax (14) 111,333.15
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19 will
reflect fi8ures that include the total of ALL return s assessed to date.
ASSESSMENT OF TAX:
15. Amount of LSne 14 at Spousal rate (15) .00 7( 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (167 171 .3~?;.1F X 045 = 5,009.99
17. Amount of Line 14 at Sibling rake (17) -DO X 12 = .00
18. Amount of Line l4 kaxable at Collateral/Class B rate (18) .00 X 15 - .00
39. Principal Tax Due (19)= 5,009.99
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-OL-2012 00015648 250.50 4,759.49
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 5,009.99
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
H
IF TOTAL DUE IS REFLECTED AS A ^CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.