HomeMy WebLinkAbout10-28-13 NOTICE OF INHERITANCE TAX . .�rry-. 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 (08-13)
PO BOX 280601 -
HARRISBURG PA 17128-0601
RECORDED CFFICF OF DATE 10-28-2013
RECIST:'J OF I=i=LS ESTATE OF MCGINNISS JAMES M
DATE OF DEATH 05-31-2012
O
ft I_'T Oj� 1 [f FILE NUMBER 21 12-0625
COUNTY CUMBERLAND
FENICLE LINUS i U- ACN 101
2331 MARKET ST , ,,.,, ,,, ,; ,_ APPEAL DATE: 12-27-2013
CAMP HILL PA"t 70'11'=4642 '' � (See reverse side under Objections)
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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
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCGINNISS JAMES MFILE NO. :21 12-0625 ACN: 101 DATE: 10-28-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED ( } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 115,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 8) (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.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 311 ,140.60
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 426.140.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 26,325.89
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 121 ,559. 14
11. Total Deductions (11) 147,885,03
12. Net Value of Tax Return (12) 278,255.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax C14) 278,255.57
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 DO = .00
16. Amount of Line 14 taxable at lineal rate (I6) -nn x 045 = .00
17. Amount of Line 14 at sibling rate C17) 278.255.57 X 12 = 33,390.67
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 33,390.67
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-16-2012 CDO16597 1,669.53 36,600.00
TOTAL TAX PAYMENT 38,269.53
BALANCE OF TAX DUE 4,878.86CR
INTEREST AND PEN. .00
TOTAL DUE 4,878.86CR
+ 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.
S.