HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAX �; J pennsylvania
BUREAU OF INDIVIDUAL Taxes P'PRAiSE-N NT:. LLOWANCE OR DISALLOWANCE 1+.�►"
oaf I�'1EDU � MLO AND ASSESSMENT OF TAX
(i DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION I {;1 REV-1547 IX AFP (08-13)
PO BOX 280601 iC�J,v�L J1 ,,:ILJ
HARRISBURG PA 17128-0601
7014 AUG I I PK 3: 52 DATE 08-11-2014
ESTATE OF MCVITTY CLAIRE C
DATE OF DEATH 10-06-2013
„ACT' FILE NUMBER 21 13-1092
IIyyoaP�S cOUR'PA COUNTY CUMBERLAND
SCHAEFFER KARE
\JUMBEhRLW CO., ACN 101
1777 WINTERHAVEN DR APPEAL DATE: 10-10-2014
MECHANICSBURG PA 17055-5192 (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 -___ 1 RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS H
'----'------'-----_' _---OF INHERITANCE ---------'_____-_
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCVITTY CLAIRE CFILE NO. :21 13-1092 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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,
DO submit the upper Portion
3. Closely Hold 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/Mist. Personal Property (Schedule E) (5) 31,520 .66
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (g) 31 .520.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 11 .635.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 15,389.05
11. Total Deductions (11) 27,024.55
12. Not Value of Tax Return (12) 4,496.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 450. 00
14. Net Value of Estate Subiect to Tax (14) 4,046. 11
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) 4.044- 11 x 045 = 182. 08
17. Amount of Line 14 at sibling rate (17) .00 X 12 . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 182.08
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-14-2013 CDO18409 9. 10 20 .00
11-15-2013 CDO18412 .00 205.00
TOTAL TAX PAYMENT 419. 10
BALANCE OF TAX DUE 237.02CR
INTEREST AND PEN. .00
TOTAL DUE 237.02CR
e 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. \�(�