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NOTICE OF INHERITANCE TAX xr ,° pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
POHBOXT280601ANCE AX DIVISION �7 /� ^F FIV E OF
REV-1547 IX AFP C11-14)
HARRISBURG PA 17128-0601 RECORDED C O RD t D V V
RtG1ST ;: OF VULS
DATE 01-19-2015
ZOItJ jRN1 L0 PM 12 12 ESTATE OF MCCLAIN MARGARET H
f11V U DATE OF DEATH 05-04-2014
CLeE_\:; OF FILE NUMBER 21 14-0489
MILSPAW JR
4 � � J COURT COUNTY CUMBERLAND
ACN 101
130 STATE STCR� �T��12( 1'; 1 r ;'r4 APPEAL DATE: 03-20-2015
PO BOX 946 (See reverse side under Objections)
HARRISBURG PA 17108-0946 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG-THIS-LINE -1 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: MCCLAIN MARGARET HFILE NO. :21 14-0489 ACN: 101 DATE: 01-19-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 90,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) 93,306.90
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) 57,701 .46
8. Total Assets (8) 241 ,008.36
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25,84 5.03
10. Debts/Mortgage. Liabilities/Liens (Schedule I) (10) 1 ,79 5.31
11. Total Deductions C11) 27,640.34
12. Net Value of Tax Return (12) 213,368.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 213,368.02
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) .001X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 213.368-02 x 045 = 9,601 .56
17. Amount of Line 14 at sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 9,601.56
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-09-2014 CDO19649 .00 9,659. 11
TOTAL TAX PAYMENT 9,659.11
BALANCE OF TAX DUE 57.55CR
INTEREST AND PEN. .00
TOTAL DUE 57.55CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \\n`
REV-1470 EX(01-10)'
penn$ytvanla INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 18-
DECEDENT'S NAME FILE NUMBER
Margaret McClain 2114-0489
REVIEWED BY ACN
Tracell Agent# 93 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Life Insurance proceeds on the life of the decedent are not reportable for Inheritance
Tax purposes even if there is no named beneficiary and the proceeds go into the estate.
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