HomeMy WebLinkAbout02-09-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
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R LE C V!" Ls DATE 02-09-2015
ESTATE OF MCMILLEN SR DONALD C
HIS FEB 9 F,M 1 053: DATE OF DEATH 01-03-2014
FILE NUMBER 21 14-0034
C L F COUNTY CUMBERLAND
OR BEr_KLEY, .. t,--- THOMAS S ACN 101
rt998 APPEAL DATE: 04-10-2015
C u M�'ARRfSBURG 3a PA 17108-1998 (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17015
CUT ALONG THIS LINE --0, RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCMILLEN SR DONALD CFILE NO. :21 14-0034 ACN: 101 DATE: 02-09-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 59,805.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
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) 15,713.94
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) 49,601 .03
8. Total Assets (8) 125,119.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,968.56
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 47,625.98
11. Total Deductions (11) 60,594.54
12. Net Value of Tax Return (12) 64,525.43
13. Charitable/Governmental Requests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 64,525.43
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 cis) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 44,R?Pi-4"1 X 045 = 2,903.64
17. Amount of Line 14 at sibling rate (17) 00 , x 12 = .00
18. Amount of Line 14 taxable at collateral rate cia) .00 X 15 = .00
19. Principal Tax Due C19)= 2,903.64
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-28-2014 CDO18960 145.18 3,000.00
TOTAL TAX PAYMENT 3,145.18
BALANCE OF TAX DUE 241 .54CR
INTEREST AND PEN. .00
TOTAL DUE 241 .54CR
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.