HomeMy WebLinkAbout05-30-14 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 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF MULGREW JOHN L
DATE OF DEATH 04-18-2013
FILE NUMBER 21 13-0500
COUNTY CUMBERLAND
HARTMAN SUSAN J ACN 101
1 IRVINE ROW APPEAL DATE: 07-25-2014
CARLISLE PA 17013-3019 (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--4
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MULGREW JOHN LFILE NO. :21 13-0500 ACN: 101 DATE: 05-26-2014
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 B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,990 . 19
6. Jointly Owned Property CSchedule F) (6) . 00
7. Transfers (Schedule G) (7) 25,680. 13
8. Total Assets (8) 40.670 .32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3.796.50
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 57.37
11. Total Deductions 111) 3,853.87
12. Net Value of Tax Return (12) 36,816.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) �6,8�6,11 5
14. Net Value of Estate Subject to Tax (Q74) '= r'i
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, �T,8�nd/or:Q9 Wil-I
reflect figures that include the total of all returns assesse b.:(fate.w _4
t.T
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X %0'U(,7^-1 ._� 1QO
16. Amount of Line 14 taxable at lineal rate (16) RR X �0j4�)° -'l .l➢0
17. Amount of Line 14 at sibling rate (17) .00 X X1¢0=� 'F .20
18. Amount of Line 14 taxable at collateral rate (18) .00 X `.1 �= t"
19. Principal Tax Due
TAX CREDITS: co
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
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. ivy