HomeMy WebLinkAbout02-09-15 ` - NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX 1 -0
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 171 {'�yLQ3 RDED OFFICE OF
1� `J 1 L� F fit i L L J
DATE 02-09-2015
{�
7� n ESTATE OF MURPHY ARTHUR A
9015 FEB 9 Pj I 1 US DATE OF DEATH 09-20-2010
FILE NUMBER 21 10-0988
CLEF'.', OF COUNTY CUMBERLAND
DANIELS WILLI.A S ACN 101
STE 2050 Pf'r''"' APPEAL DATE: 04-10-2015
1 W Hi( i` T F;`-t ' A (See reverse side under Objections)
CARLISLE PA 17013 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
-------------------------------------------------------------------------------------------
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MURPHY ARTHUR AFILE NO. :21 10-0988 ACN: 101 DATE: 02-09-2015
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 44,448.00 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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 100,287.06
6. Jointly Owned Property (Schedule F) (6) 271 ,838.22
7. Transfers (Schedule G) (7)
21,763.09
S. Total Assets (8) 438,336.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25,717.69
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_- 18,714.34
11. Total Deductions (11) 44,432.03
12. Net Value of Tax Return (12) 393,904.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 393,904.34
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) 372,141.25 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) QD x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 21,763.09 X 15 = 3,264.46
19. Principal Tax Due (19)= 3,264.46
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 02-24-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 3,264.46
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 360.04
TOTAL DUE 3,624.50
* 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.
�v
REV-14,10 EX(01-10'+ .
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG.PA 10
DECEDENT'S NAME FILE NUMBER
Murphy, Arthur I 2110-0988
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
I
I
G 1 Transfers are taxable outright to the beneficiary before determining residue.
i
I
i
i
ROW Page 1