HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX .._..
PO BOX 260601
RECORDED ",F ICE OF REV-1547 IX AFP (09-12)
HARRISBURG PA 17128-0601 REGISTt CFWILLS
DATE 04-01-2013
?013 fiPR S Vii;l ! ESTATE OF MCG I NN MARGARET L
DATE OF DEATH 05-04-2012
�tt11 CLERK 01
FILE NUMBER 21 12-0596
PATRICIA R BROWK09R ,ANSI COURT COUNTY CUMBERLAND
354 ALEXANDER U RCAND CO., PA ACN APPEAL DATE: 05-31-2013
CARLISLE PA 17015-7451 (See reverse side under Objections)
Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG- - -
THIS LINE ---- ---) RETAIN LOWER PORTION FOR YOUR RECORDS
--------- ---- ----REV 1547 EX AFP (:12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCGINN MARGARET LFILE NO. :21 12-0596 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 827.04 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tar, payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 17,824.39
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 136,985.89
8. Total Assets (8) 155,637.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,098.49
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 949.65
11. Total Deductions (11) 5,048. 14
12. Net Value of Tax Return (12) 150,589. 18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 150,589. 18
NOTE: If an assessment was issued Previously, Lines 14, 15, 16, 17, 18 and/or 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 rate (16) 1 SO•i;R9" 1 R X 045 = 6,776.51
17. Amount of Line 14 at sibling rate (17) -00 _X 12 . 0 0
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19) 6,776.51
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-27-2012 CD016308 326.32 6,200.00
02-04-2013 CD017132 .00 250. 19
TOTAL TAX PAYMENT 6,776.51
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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