HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-15)
PO BOX 280601
HARRISBURG PA 17121-91CORDED OFFICOE OF
REGISTER "P 'JiLLS DATE 11-17-2014
a V (�_9 FM 1 13 ESTATE OF MCBETH DAVID L
DATE OF DEATH 01-13-2014
C L LE Cr FILE NUMBER 21 14-0064
COUNTY CUMBERLAND
GLEASON E00
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ACN 101
STE 3APPEAL DATE: 01-16-2015
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49 W 0 R 'F T'S_ -, (See reverse side under Objections)
SHIPPENSBURG PA 17257-1813 Amount Remittedi
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 C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCBETH DAVID LFILE NO. :21 14-0064 ACN: 101 DATE: 11-17-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 95,104.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 25,317.18 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) 19,482.51
6. Jointly Owned Property (Schedule F) (6) 9,843.75
7. Transfers (Schedule G) (7) 305,208.20
B. Total Assets (8) 454,955.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,583.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 58,681 .14
11. Total Deductions (11) 71,264. 14
12. Net Value of Tax Return (12) 383,691.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate SubJect to Tax (14) 383,691 .50
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) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) 78,483.3n x 12 = 9,418. 00
18. Amount of Line 14 taxable at collateral rate (1$) 305,208.20 x 15 = 45,781 .23
19. Principal Tax Due (19)= 55,199.23
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-10-2014 CDO18997 2,289.06 43,492. 17
07-24-2014 CDO19457 .00 7,418.00
INTEREST IS CHARGED THROUGH 12-02-2014 TOTAL TAX PAYMENT 53,199.23
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,000.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 8.20
TOTAL DUE 2,008.20
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. \�