HomeMy WebLinkAbout03-23-15 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)
PO BOX 280601
HARRISBURG PA 1712ERGO'l C
DATE 03-23-2015
ESTACLD
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FILE NUMBER 21 14-0025
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COUNTY CUMBERLAND
MCKNIGHTcIII MARCUS -A
r,I ..' ACN 101
IRWINr%PNtGHT PC APPEAL DATE: 05-22-2015
60 W RttET'r S T (See reverse side under Objections)
CARLISLE PA 17013-3243 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-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCDONALD REBA NFILE NO. :21 14-0025 ACN: 101 DATE: 03-23-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
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,
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) 98,920.42
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 16,408.68
B. Total Assets (8) 205,329-10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 13,027.81
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 5,381 .63
11. Total Deductions (11) 18,409.44
12. Net Value of Tax Return (12) 186,919.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 186,919.66
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) IR6,919-64 X 045 = 8,411 .38
17. Amount of Line 14 at sibling rate (17) nOl x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 8,411.38
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-07-2014 CDO18863 420.57 81000.90
TOTAL TAX PAYMENT 8,420.57
BALANCE OF TAX DUE 9. 19CR
INTEREST AND PEN. .00
TOTAL DUE 9. 19CR
X 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.