HomeMy WebLinkAbout02-02-15 NOTICE OF INHERITANCE TAXpennsyLvania
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APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX Q_-i
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601 ' E� OFFICE OF
HARRISBURG PARJ1$9)(R6 E r j
BEC'!)-- 7:''. C F V�'l LL S DATE 02-02-2015
ESTATE OF MCCLINTOCK DALE i
HIS FEB 2 FM 1 - 19 DATE OF DEATH 11-30-2013
FILE NUMBER 21 13-1320
CIL-F- CUMBERLAND
1k , r COUNTY
WALT p CMURREL ACN 101
54 APPEAL DATE: 04-03-2015
U 'A " "
ME&AA�7i' RG' P '17055-3851 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
REV-1547
-
R 1547--Ei-AFP-C11- -4 6-T-I i F OF INHERITANCE iii-A_iP_R A-i i-E-M-E N i-,-ALLOWANCE OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCLINTOCK DALE JFILE NO. :21 13-1320 ACN: 101 DATE: 02-02-2015
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) (2) 123,958.15 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
� this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 53,178.03
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 177,136.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 19,939.04
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 443.96
11. Total Deductions (11) 20,383.00
12. Net Value of Tax Return (12) 156,753.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 156,753.18
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 C15) 52,251 .06 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1n4.1,fl?_ 1? x 045 = 4,702.60
17. Amount of Line 14 at sibling rate (17) -nO , x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 4,702.60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
02-27-2014 ED619925 235.13 5,100.00
TOTAL TAX PAYMENT 5,335.13
BALANCE OF TAX DUE 632.53CR
INTEREST AND PEN. .00
TOTAL DUE 632.53CR
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.