HomeMy WebLinkAbout05-05-14 NOTICE OF INHERITANCE TAX T
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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 266661 RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTER OF WILLS DATE 05-05-2014
201u f00� pm �� ESTATE OF FAGAN MARY K
l �� 11�R J 11 � DATE OF DEATH 05-27-2013
CLERK OF FILE NUMBER 21 13-0661
COUNTY CUMBERLAND
GILROY HU®aftNAPX' COURT ACN 101
10 E HIGH ST CUMBERLAND CO., PA APPEAL DATE: 07-04-2014
CARLISLE PA 17013-3015 (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 H
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FAGAN MARY KFILE NO. :21 13-0661 ACN: 101 DATE: 05-05-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 150,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 684,853.75 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portio,of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 338,209. 13
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 1 .173,062.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 68,479.33
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 528.44
11. Total Deductions (11) 69,007.77
12. Net Value of Tax Return (12) 1,104,055.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 ,104,055. 11
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) - nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 1 ,104,055. 11 x 15 = 165,608.27
19. Principal Tax Due (19)= 165,608.27
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-22-2013 CDO18051 7,894.74 150,000. 00
12-30-2013 CDO18588 . 00 7,713.77
TOTAL TAX PAYMENT 165,608.51
BALANCE OF TAX DUE .24CR
INTEREST AND PEN. .00
TOTAL DUE .24CR
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.