HomeMy WebLinkAbout09-24-14 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 09-22-2014
ESTATE OF MCCLURE FRANCIS C
DATE OF DEATH 06-17-2013
FILE NUMBER 21 13-0779
COUNTY CUMBERLAND
CHEREWKA ESQ MICHAEL ACN 101
624 N FRONT ST APPEAL DATE: 11-21-2014
WORMLEYSBURG PA 17043-1022 (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 E-
_____-'-'--_---__--- -----------------------------'------
REV-1547 EX AFP (08-_13)___NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCLURE FRANCIS CFILE NO. :21 13-0779 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( 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,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule L) (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) 17,339.94
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 61,500.41
8. Total Assets (8) 78,840 .35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15.949. 17
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,563.24
11. Total Deductions (11) 17,512.41
12. Net Value of Tax Return (12) 61 ,327.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 61 ,327.94
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: ^'
U
15. Amount of Line 14 at spousal rate (15) .00 X OOC'>= -.700�
16. Amount of Line 14 taxable at lineal rate (16) 61 .397-9G X 04 =C> 2, 57 9 r!7 6c->
17. Amount of Line 14 at sibling rate (17) . 00 X 12�? M 0 0-11
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15rj 0`=1
19. Principal Tax Due (1f97-=a= (T) 2.1159: 6-,.7
TAX CREDITS: z . CD
PAYMENT RECEIPT DISCOUNT (+) �' C: C_j - T
AMOUNT PAID U -n ?1
DATE NUMBER INTEREST/PEN PAID (-) C_ n
03-26-2014 CDO18946 2.04- 2,762.70 _{ F~-. fr- rr1
Cfl O
F✓ '7t
TOTAL TAX PAYMENT 2,760.66
BALANCE OF TAX DUE .90CR
INTEREST AND PEN. .00
TOTAL DUE .90CR
x 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. `�