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HomeMy WebLinkAbout01-12-15 NOTICE OF INHERITANCE TAX pennsylvarna APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL Taxes INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 01-12-2015 ESTATE OF MAGILL KATHRYN B DATE OF DEATH 01-30-2014 FILE NUMBER 21 14-0168 COUNTY CUMBERLAND FREY ROBERT G ACN 101 5 S HANOVER ST APPEAL DATE: 03-13-2015 CARLISLE PA 17013-3307 (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 ------------------- REV-1547 EX AFP (11--14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: MAGILL KATHRYN BFILE NO. :21 14-0168 ACN: 101 DATE: 01-12-2015 TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) 26,403. 18 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/Mist. Personal Property (Schedule E) (5) 6,9 22.56 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 1,228,541.35 8. Total Assets (8) 1 ,261 ,867.09 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 26,749.04 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 545,00 11. Total Deductions (11) 27,294.04 12. Net Value of Tax Return (12) 1,234,573.05 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 1,234,573.05 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) nn X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) 1,234,573.05 X 15 = 185,185.96 19. Principal Tax Due (19)= 185,185.96 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID C> G) p DATE NUMBER INTEREST/PEN PAID C-) C:-- 04-25-2014 CDO19060 7,578.95 144,000.00^^ �p 04-25-2014 CD019064 1,680.35 34,000.00 , rn r TOTAL TAX PAYMENT­_� C) -1187,259. � BALANCE OF TAX DUE a 2,T73.E C� INTEREST AND PEN. -� © .00 TOTAL DUE 2,073.34CR 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.