HomeMy WebLinkAbout09-09-14 NOTICE OF INHERITANCE TAX pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE rax DIVISION .-i OF DEDUCTIONS AND ASSESSMENT OF TAX
PD BOX 2 0601 REC REV-1547 Ex AFP (08-13)
8
HARRISBURG PA 17128-0691 O R D ED REC1Sr OFFICE OF
ER OF WILLS
DATE 09-09-2014
1014 J SEP n pl� oa ESTATE OF MCCONKEY JAMES F
L' ! DATE OF DEATH 10-22-2013
CLEr. F FILE NUMBER 21 13-1237
O. COUNTY CUMBERLAND
BOGAR J Rk"114N SD (,` -r ACN 101
1 W MAIN ST CUMBER( Ati ,.n APPEAL DATE: 11-08-2014
SHIREMANSTOWN PA L 0 1'-6327,. ut} (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: MCCONKEY JAMES FFILE NO. :21 13-1237 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) (1) 139,000 . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 153,267.42 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper Portion
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) 95,751 .58
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 22,999.32
B. Total Assets (B) 411 .018.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 48.426. 06
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 48,426. 06
12. Net Value of Tax Return (12) 362,592.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 362,592.26
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) 362,592-26 X 045 = 16,316.65
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 16,316.65
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-]
01-06-2014 CDO18616 809.99 15,389.80
05-01-2014 CDO19088 .00 116.86
TOTAL TAX PAYMENT 16,316.65
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. \\(�