HomeMy WebLinkAbout07-07-14 (2) NOTICE OF INHERITANCE TAX pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX .... .
INHERITANCE TAX DIVISION REV-1547 IX AFP <08-73}
PO BOX 2B0601
HARRISBURG PA 17128-0601
DATE 07-07-2014
ESTATE OF MANNION LYNN H
DATE OF DEATH 10-05-2012
FILE NUMBER 21 12-1130
COUNTY CUMBERLAND
SHADE WIX THERESA L ACN 101
4705 DUKE ST APPEAL DATE: 09-05-2014
HARRISBURG PA 17109-3041 (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--
REY-1547 EX AFP C08-13) NOTICE DF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MANNION LYNN HFILE NO. :21 12-1130 ACN: 101 DATE: 07-07-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 198,200.00 NOTE: To ensure Proper
2. Stocks and Bonds CSchedule 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) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 12,472.73
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 146,919.75
B. Total Assets (8) 357 .592.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm, Costs/Misc. Expenses (Schedule H) (9) 16,556.07.
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 81 ,862.21
11. Total Deductions ' (11) 98,418.28
12. Net Value of Tax Return (32) 259,174.20
13. Charitable/Governmental Bequests; Non-olected 9113 Trusts (Schedule J) (13) 11 .225..45
14. Net Value of Estate Subject to Tax (14) 247,948.75
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 14—and/or 3:9 will
reflect figures that include the total of all returns assessed Cate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .DO X
7Ei R
44 . 1 1,1 5�`'�.:G.-t�-
16. Amount of Line 14 taxable at lineal rate (16) 747. X
I".
17. Amount of Line 14 at sibling rate (17) ....OIL X Cr ^J TdB�
-.y.... r..1
18. Amount of line 14 taxable at collateral rata (18) .00 X �- 101:
19, Principal Tax Due 1 157'
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID i-7
02-28-2014 CDO18830 .00 5,684.52
02-28-2014 CDO18831 211.34- 5,684.51
06-27-2014 WRITEOFF . 00 6.41
TOTAL TAX PAYMENT 11 ,157.69
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .DO
* 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.