HomeMy WebLinkAbout12-19-14 �FCOROED OFFICE OF NOTICE OF INHERITANCE TAX pennsyLvania
tJ, OF )NIL.LSAPPRAISEMENTP ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF 191WATAC TAXES pF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
INHERITANCE TAX DIVISION
PO BOX ZB06§141GSA0119
HARRISBURG
CLER'1DATE 12-22-2014
PNSO ESTATE OF MCCONNELL MARY E
ORF�i DATE OF DEATH 10-26-2013
FILE NUMBER 21 13-1202
COUNTY CUMBERLAND
BANGS MICHAEL L ACH 101
429 S 18TH ST APPEAL DATE: 02-20-2015
CAMP HILL PA 17011-5902 (See reverse side under Objections)
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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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCONNELL MARY EFILE NO. :21 13-1202 ACN- 101 DATE: 12-22-2014
TAX RETURN WAS., ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 237,4'56.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 66,051.11 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (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) 198,043.46
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1 ,675,322.25
S. Total Assets (8) 2,176,872.82
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 9,00 0.88
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 11 ,207.44
11. Total Deductions (11) 30,208.32
12. Net Value of Tax Return (12) 2,146,664.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,146,664.50
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 (is) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 2.146.644-5n x 045 = 96,599.90
17. Amount of Line 14 at sibling rate (17) J0 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 96,599.90
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-24-2014 CDO18698 3,684.21 70,000.00
06-24-2014 CDO19342 .00 415.91
INTEREST IS CHARGED THROUGH 01-06-2015 TOTAL TAX PAYMENT 74,100.12
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 22,499.78
REVERSE SIDE OF THIS FORM INTEREST AND PEN, 302.58
TOTAL DUE 22,802.36
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.