HomeMy WebLinkAbout01-25-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL raxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-12)
DATE 01-29-2013
ESTATE OF MCGRAIL III JOSEPH J
DATE OF DEATH 08-24-2011
FILE NUMBER 21 11-1061
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-30-2013
(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 ---- ---~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS E--
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REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALL _
OWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCGRAIL III JOSEPH JFILE N0.:21 11-1061 ACN: 101 DATE: 01-29-2013
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) 0 0
2. Stocks and Bonds (Schedule B) C2) .
.0 0 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
0 0 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
.0 0 tax payment.
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: Cs) .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)-- 7. 8 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions
12• Net Value of Tax Return C11) 7, 382.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C12) 7,382.75-
14. Net Value of Estate Subject to Tax C13) .0 0
C14) 107, 770 .49
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 assess ed to date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15] .0 0 X 0 0 =
0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 107.770 49 x 045 .
=
17. Amount of Line 14 at Sibling rate C17) 4,849.68
0 0 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 x 15 =
0 0
19. Principal Tax Due .
TAX CREDITS: C19) = 4,849.68
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
08-06-2012 CD016349 29
43-
.
5,213.
09-08-2012 CD016485 34
.00 18. 26
TOTAL TAX PAYMENT 5,202.17
BALANCE OF TAX DUE 352.49CR
INTEREST AND PEN. .00
TOTAL DUE 352.49CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-y,j ,
~ enns lvania
p Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
P 1
DECEDENT'S NAME FILE NUMBER
Joseph J McGrail III 2111-1061
REVIEWED BY ACN
Brett Walker 101
ITEM -
SCHEDULE NO. EXPLANATION OF CHANGES
A 1 Forwarded to Post Assessment Review Unit in reference to the reduction to Real Estate.
H
Accepted additional deductions
Row Paae 1