HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601 -•) RECORDED OFFICE OF
HARRISBURG PA 17128-0601
REGISTER OF WILLS
O�
DATE 09-09-2014
MCILEN
?014 SEP 9 PM 3 OODATETOFODEATH 09-11-2013 CAROLYN 0
CLERK OF FILE NUMBER 21 13-1020
COUNTY CUMBERLAND
BLACK ESQ ROBERT ORPHANS' COURT ACN 101
36 S HANOVER ST CUMBERLAND GO., PA APPEAL DATE: 11-08-2014
CARLISLE PA 17013-3306 - (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 F
RR-E"V--1-5-4-7--E-X--A-F-P (08--1-3-)-NOT-I-C-E'-O-F-'I-N"HE-R-I-T-A-N-C-E-'T-A-X--A-P-P-R-A-I-S-E-M-E-N'T-,--A"LL-O'W-A-N-C
-E--O-R---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCMILLEN CAROLYN OFILE NO. :21 13-1020 ACN: 101 DATE: 09-09-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
78,581 .47 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) 79,311 .86
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 33,644.45
S. Total Assets (8) 191 ,537.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20 ,677.61
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 81312.50
11. Total Deductions (11) 28,990. 11
12. Net Value of Tax Return (12) 162,547.67
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 162,547.67
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 DO = .00
16. Amount of Line 14 taxable at lineal rate (16) - nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) -nn X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) 162,547.67 X 15 = 24,382. 15
19. Principal Tax Due (19)= 24,382. 15
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-09-2013 CDO18504 1 ,052.63 20,000.00
04-28-2014 CDO19070 .00 3,329.55
TOTAL TAX PAYMENT 24,382. 18
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. . 00
TOTAL DUE . 03CR
• 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. ,y,