HomeMy WebLinkAbout05-13-14 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 (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED DATE 05-12-2014
OFFICE OF ESTATE OF MCCALEB MARY D
REGISTt;; OF WILLS DATE OF DEATH 10-01-2007
FILE NUMBER 21 07-0909
COUNTY CUMBERLAND
MCCALEB 201T'�nkl 3 RA0111 09 ACN 101
219 E MAIN ST APPEAL DATE: 07-11-2014
PO BOX 230 CLERK OF (See reverse side under Objections)
MECHANICSBUR Amount Remitted
�7 CUMBERAWiR CO., PA 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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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCALEB MARY DFILE NO. :21 07-0909 ACN: 101 DATE: 05-12-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) • 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portior
3. 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/Misc. Personal Property (Schedule E) (5) 13,000.00
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G7 (7) . 00
8. Total Assets (8) 13,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses• (Schedule H) (9) 15.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 15.00
12. Net Value of Tax Return (12) 12,985. 00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 883,626.20
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) 883-626 -70 X 045 = 39,763. 18
17. Amount of Line 14 at sibling rate (17) -On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 39,763. 18
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+7 AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-28-2007 CDO09119 1,315.79 25,000.00
06-27-2008 CDO09948 .00 12,863.06
01-15-2014 CDO18658 126.44- 710.77
TOTAL TAX PAYMENT 39,763. 18
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. \(�