HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX pennsylvanir
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-10-2014
ESTATE OF MCNAUGHTON ESTHER M
DATE OF DEATH 08-22-2013
FILE NUMBER 21 13-0950
COUNTY CUMBERLAND
MCKNIGHT MATTHEW A
ACN 101
60 W POMFRET ST APPEAL DATE: 05-09-2014
CARLISLE PA 17013-3243 (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 f-
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCNAUGHTON ESTHER MFILE NO. :21 13-0950 ACN: 101 DATE: 03-10-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C7 (3) 00 submit the upper portio of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 16,796. 10
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) 10, 134.58
8. Total Assets (8) 26.930.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,062.30
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 18,687.63
11. Total Deductions (11) 32,749.93
12. Net Value of Tax Return (12) 5,819.25-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 5,819.25-
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) -00 X 045 = . 00
17. Amount of Line 14 at sibling rate (17) .00 X 12 - ra .00
18. Amount of line 14 taxable at collateral rate C18J .00 X .� _ . Q71)
19. Principal Tax Due . -(. ajj�
TAX CREDITS: M_(-
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID Ir'T
DATE NUMBER INTEREST/PEN PAID
O C7
CA )
o �o
N p
D -Tl
TOTAL TAX PAYMENT .00
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.