HomeMy WebLinkAbout03-21-14 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 REV-1547 EX Are (ge-137
PO BOX 288681
HARRISBURG PA 17128-8681
DATE _ 03-24-2014
ESTATE OF MCCOY FAY E
DATE OF DEATH 04-27-2013
FILE NUMBER 21 13-0872
MCKNZGHT III MARCUS A COUNTY CUMBERLAND
ACN
60 W POMFRET ST APPEAL DATE: 05-23-2014
CARLISLE PA 17013 (See reverse side under Objections)
Amount Remitted I
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 +(—
'-
REY-1547 EX AFP COS-137 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: McCoy FAY EFILE NO. :21 13-0872 ACN: 101 DATE: 03-24-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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 8) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Intarast (Schedule C) (3) 00 submit the upper Portion
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) 48,258.66
6. Jointly Owned Property CSchedule F) (6) 100
7. Transfers (Schedule G) C7) .00
e. Total Assets (8) 48,258.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9). 3,438.0•
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions - (11) 3,438.04
12. Not Value of Tax Return (12) 44,820.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 44,820.62
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) 44,820.62 X 00 - .,,00
16. Amount of Line 14 taxable at lineal rate (16) -nn QD 45 = rM. 0
17. Amount of Line 14 at sibling rate (17) - nn X3if� = G �9y0,,0
18. Amount of Line 14 taxable at collateral rata (18) .00 X 517 - =0 '
14. Principal Tax Due f"a ITD0
TAX CREDITS:
fn
PAYMENT RECEIPT DISCOUNT C+) - 7C G7
GATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
Try
M
> a
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 1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �tp