HomeMy WebLinkAbout03-30-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE i�mb DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601q�PORDED OFFICE OF
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HARRISBURG PA B-0601
REGISTER OF WILLS DATE 03-50-2015
30 PM 12 317 ESTATE OF MOHNAL MARY T
DATE OF DEATH 02-21-2014
CI E R,'i 0 F FILE NUMBER 21 14-0180
COUNTY CUMBERLAND
SHEKLG11$9ftAE!W QGikktID i ACN 101
APPEAL DATE: 05-29-2015
PC BOX E (See reverse side under Objections)
NEW CUMBERLAND PA 17070-0180 Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAINLOWERPORTION-FOR- -
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ll- 4) TI OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOHNAL MARY TFILE NO. :21 14-0180 ACN: 101 DATE: 03-30-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 150,876.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) C3) 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) 22,153.43
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) 6,516.31
8. Total Assets (8) 179,545.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25,204.66
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 26,119.63
11. Total Deductions (11) 51,324.29
12. Net Value of Tax Return C12) 128,221 .45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 128,221.45
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) 1 2R.221 _4ri X 045 = 5,769.97
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 5,769.97
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-12-2014 CDO19672 .00 5,498.15
11-17-2014 CDO19927 .00 271 .82
TOTAL TAX PAYMENT 5,769.97
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.