HomeMy WebLinkAbout12-08-14 �ICE :OF INHERITANCE TAX pennsylvania
RECORDED ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL AXE7S ( r ,y �11P��DNCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION R E\j#J I L t1 REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601'�}} 11pp p 8 P";� 1
?019 DEC l2 22 DATE 12-01-2014
CLEF OF ESTATE OF BLACK JOYCE K
ORPHANS' COURT DATE OF DEATH 11-07-2013
FILE NUMBER 21 13-1253
CUMBER' . ', � . f�� COUNTY CUMBERLAND
MCKNIGHT III MARCUS A ACN 101
60 W POMFRET ST APPEAL DATE: 01-30-2015
CARLISLE PA 17013-3243 (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-
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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: BLACK JOYCE KFILE NO. :21 13-1253 ACN: 101 DATE: 12-01-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 110,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 74.04 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,77 9.00
6. Jointly Owned Property (Schedule F) (6) 12,558.21
7. Transfers (Schedule G) (7) 46,469.07
8. Total Assets (8) 171 ,880.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 27,099.76
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,358.01
11. Total Deductions (11) 30,457.77
12. Net Value of Tax Return (12) 141,422.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 141,422.55
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) 141 .477-5+5 X 045 = 6,364.01
17. Amount of Line 14 at sibling rate (17) Q0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 6,364.01
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-07-2014 CDO18743 318.20 7,000.00
TOTAL TAX PAYMENT 7,318.20
BALANCE OF TAX DUE 954. 19CR
INTEREST AND PEN. .00
TOTAL DUE 954.19CR
* 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.