HomeMy WebLinkAbout03-23-15 NOTICE OF INHERITANCE TAX Pennsylvania
r,7'71117 CEAPPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OFFNWD1'A('1DUAL- T'AiES; OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE REV-1547 EX AFP (11-14)
0�k AI�V(IS-ION
PO BOX 2806 �J, i
HARRISBURG PA 17128-0601
DATE 03-23-2015
ESTATE OF MOWERY JR HAROLD F
DATE OF DEATH 03-03-2014
or' P FILE NUMBER 21 14-0269
SMT"H,,_E'S_Q STANLEY A COUNTY CUMBERLAND
ACN 101
PO BOX 1146 APPEAL DATE: 05-22-2015
HARRISBURG PA 17108-1146 (See reverse side under Objections)
Amount Remittedl
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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOWERY JR HAROLD FFILE NO- :21 14-0269 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) 210,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,142,563.00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 465,996.00 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) CS) 13,586.00
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers (Schedule G) (7) 584,795.00
8. Total Assets 2,416,940.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 65,596.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 5,167.00
11. Total Deductions (11) 70,763.00
12. Net Value of Tax Return C12) 2,346,177.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) 1 ,295,386.00
14. Net Value of Estate Subject to Tax (14) 1,050,791.00
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) 1,050,791.00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -fl n x 045 = .00
17. Amount of Line 14 at sibling rate (17) An x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
■ 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.