HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ',� '' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF
REGISTER OF �.)ILL S DATE 06-04-2013
ESTATE OF MCGILLVRAY FRED
2Gi3 (�IR4 it Illl _ JJ FILE NUMBER TH 21 12-0806
COUNTY CUMBERLAND
HUBERT X GILROY CLERK Or ACN 101
10 E HIGH ST ORPHANS' CGURI APPEAL DATE: 08-03-2013
CARLISLE P 6U 3-30.15 ,.. (See reverse side under Objections)
f��R13T . CC., , :\
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 4
REV 1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCGILLVRAY FRED FILE NO. :21 12-0806 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 409,100.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account.
.00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 289,113.02
6. Jointly Owned Property (Schedule F) (6) 1,300 .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (B) 699.513.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 61 ,896.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 545.424.09
11. Total Deductions (11) 607,320.59
12. Net Value of Tax Return (12) 92, 192.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Not Value of Estate Subject to Tax (14) 92, 192.43
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) -nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
19. Amount of Line 14 taxable at collateral rate (I8) 92, 192.43 X 15 = 13,828.86
19. Principal Tax Due (19)' 13,828.86
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 06-19-2013 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 13,828.86
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 79.38
TOTAL DUE 13,908.24
+ 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. �0