HomeMy WebLinkAbout10-07-13 �!^� ` �
NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF T/� REV-1547 IX AFP CO3-13)
PO BOX 280601
HARRISBUR6 PA 17128-0601
DATE 10-07-2013
ESTATE OF MCCLINTOCK DUANE E
DATE OF DEATH 09-08-2012
FILE NUMBER 21 12-1108
COUNTY CUMBERLAND
DELUCA ESQ ADAM R ACN 101
61 W L�UTHER ST APPEAL DATE: 12-06-2013
C A R L I S L E P A 17 013 (See reverse side under Objeckons)
A�ount Re�itted�
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR Y�UR RECORDS �
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REV-1547 EX AFP CO2-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCLINTOCK DUANE EFIIE N�. :21 12-1108 ACN: 101 DATE: 10-07-2013
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHAN6ED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A? C1� 45,500.00 NOTE: To ensurQ proper
2. Stocks and Bonds CSchedule B) C2� .0 0 credit to your account,
��Q submit tho uppar portion
3. Closaly Held Stock/Partnership Intgrest CSchedule C) C3) of this for� with your
4. MortBaQos/Notes Receivable CSchedule D) C4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 2 2�4 0 5.0 6 � � �
6. Jo intly Owned Property CSchedule F) C6) � '�� w C�'1 �
7. Transfers CSchedule G) C7) � ;�:� �� � �
8. Total Assats m �� `� �7!4�905.06
APPROVED DEDUCTIQNS AND EXEMPTIt3NS: � 7� � � � r�y
r
9. FunQral �Xpenses/Adm. Costs/Misc. Expenses CSchedule H) C9� p C�
10. Dabts/Mortgape Liabilities/Liens CSchedule I) C10) � � �
� -�t � ��'0�6 9.7 5
11. Total DQductions � �1�)
12. Nat Value of Tax Return „ �2� � 5�
13. Charitable/Govern�aental Bequests; Non-elected 9113 Trusts CSchedule J) "Z3 C13) � � -� •0 0
14. Net Vsiuo of Est�te Subject to Tax �'"'' �iy� � 36,815.31
N�TE: If an assess�ent aas issued previously, Lines 14, 15, 16, 17, 18 and/or 19. will.
reflect fi�ures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. A�aount of Line 14 at spousal ratQ C15) .00 X DO = .00
16. A�nount of Line 14 taxable at lineal rate C16) ;�-R��-;� x 045 � 1 s 656.69
17. Asount of Line 14 at sibling rate C17) -�� X 1 2 = .0 0
18. A�ount of line 14 taxable at collateral rate C18) .0 0 X 1 5 = .0 0
19. Principal Tax Dua C1,9�a 1,656.69
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-25-2013 CD017940 .00 1,524.33
INTEREST IS CHARGED THROUGH 10-22-2013 TOTAL TAX PAYMENT 1,524.33
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF' TAX DUE 132.36
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.35
TOTAL DUE 139.71
* 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 FOR INSTRUCTIONS. �
REV•1470 EX(0�). � �
� pennsylvan�a �NHERITANCE TAX
DEPARTMENT OF REVENIJE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENTS.NAME FILE NUMBER
Duane E McClintock 2112-1108
REVIEWED BY ACN
Yvonne Bricker 101
ITEM
SCHEDULE Np, EXPLANATIQN OF CHANGES
H-B 11 The deduction for real estate settlement costs is reduced from$3,250.8�to$179.55 as
escrow for inheritance tax is not an allowable administrative expense.
' Row Paae 1