HomeMy WebLinkAbout08-20-14 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
DATE 08-18-2014
ESTATE OF MAHONE DOROTHY Q
DATE OF DEATH 08-01-2013
FILE NUMBER 21 13-1057
COUNTY CUMBERLAND
JAVITT ESQ NICOLE L ACN 101
2132 MARKET ST APPEAL DATE: 10-17-2014
CAMP HILL PA 17011-4706 (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: MAHONE DOROTHY QFILE NO. :21 13-1057 ACN: 101 DATE: 08-18-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) Cl) •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) C3) , of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) • 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) CS) 72,399.39
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers CSchedule G) (7) 339,509.35
B. Total Assets (8) 411 ,908.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9'. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,733.77
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,829. 16
11. Total Deductions (11) 16,562.93
12. Net Value of Tax Return (12) 395,345.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 395,345.81
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) 39F.34Ii-81 X 045 = -17,790.56
17. Amount of Line 14 at sibling rate (17) on X
- T
18. Amount of Line 14 taxable at collateral rake (18) . 00 X
19. Principal Tax Due
TAX CREDITS: (_ ' ,---
PAYMENT RECEIPT DISCOUNT (+) Z
AMOUNT PAID -
DATE NUMBER INTEREST/PEN PAID (-) CDC_
y„
04-17-2014 CDO19040 .00 17,790.5 c =i - -
:
0
0
TOTAL TAX PAYMENT 17,790.56
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 �y
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. rv?t