HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX i
�+Cr���� Oi t tCE aF APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Pennsylvania
BUR EAU.UgND'IVIDUALrTAXE��(+ OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE fTAX`DIVISION , J
PO BOX 290604'`) ' `- REV-1547 EX AFP (08-13)
HARRISBURtu1G Pt�At� 171288]-00601 1
NN L ` �� l� DATE 11-17-2014
� Y ESTATE OF MORROW EDNA D
C L``" DATE OF DEATH 11-04-2013
ORP EA„ �r v`
„A FILE NUMBER 21 13-1188
GiLLt,!C�FF�` r COUNTY CUMBERLAND
MCGREEVY ES JOANNE M ACN 101
137 S WEST ST APPEAL DATE: 01-16-2015
CARLISLE PA 17013-2850 (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 _ -� R_ETA_IN LOWER PORTION_ FOR YOUR RECORDS 4- -------------------
REV 154
_______________REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MORROW EDNA DFILE NO. :21 13-1188 ACN: 101 DATE: 11-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 200,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 28,433. 16 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 45,373.54
6. Jointly Owned Property (Schedule F) (6) 11,716.49
7. Transfers (Schedule G) (7) 119,265.73
8. Total Assets (8) 404,788.92
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 26,211.96
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 79,928.07
11. Total Deductions (11) 106,140.03
12. Net Value of Tax Return (12) 298,648.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 298,648.89
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 C16) 79R.44R_R9 X 045 = 13,439.20
17. Amount of Line 14 at sibling rate (17) .00 X 12 = 00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = 00
19. Principal Tax Due (19)= 13,439.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-17-2014 CDO19428 .00 13,439.24
TOTAL TAX PAYMENT 13,439.24
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. .00
TOTAL DUE .04CR
* 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. \J