HomeMy WebLinkAbout11-10-14 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)
BOX 280601
HA RECOUP, OFFICE OF
HARRISBURG PA 17128-0601
�L L S DATE 11-10-2014
r��,'U r �n � ESTATE OF MACLAY CHARLES E
U . M 12 54 DATE OF DEATH 02-19-2013
FILE NUMBER 21 13-0239
CLL COUNTY CUMBERLAND
MACLAY JR EXEC CHeRRI�$+ � E - ACN 101
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110 BRANDYWINE APPEAL DATE: 01-09-2015
WILLIAMSVILLE NV 4221=1877 . . .s (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-
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MACLAY CHARLES EFILE NO- :21 13-0239 ACN: 101 DATE: 11-10-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 199,800.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 447,513.00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 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) 45,815.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 603,737.00
8. Total Assets C8) 1 ,296,866.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 25,36 0.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 38,789.00
11. Total Deductions (11) 64,149.00
12. Net Value of Tax Return (12) 1,232,717.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 20,000.00
14. Net Value of Estate Subject to Tax (14) 1,212,717.00
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) .0 0, X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) 1 .1 97.71 7_O(1 X 045 = 53,897.00
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 15,000.00 X 15 = 2,250.00
19. Principal Tax Due (19)= 56,147.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-10-2013 CDO17594 2,789.47 53,000.00
04-15-2014 CDO19160 4.31- 363.00
TOTAL TAX PAYMENT 56, 148. 16
BALANCE OF TAX DUE 1 . 16CR
INTEREST AND PEN. .00
TOTAL DUE 1 . 16CR
* 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.