HomeMy WebLinkAbout04-06-15 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF IN6 IDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX — DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX
HARRISBURG PABODRUD OFFICE V e
REGISTER
OF WILLS DATE 04-06-2015
RPR
ESTATE OF MAHONEY TERESA R
FU1Jpp11CC 6P►! 6 AM 2:. �3 DATE OF DEATH 03-26-2014
FILE NUMBER 21 14-0331
CLERK OF COUNTY CUMBERLAND
DLUG6RJFh,A�q,S, C�OBERT L ACN 101
13� C{,�RiMEL�.Ay.ENUE. , APPEAL DATE: 06-05-2015
PO 304` "'} ' ' i (See reverse side under Objections)
ELYSBURG PA 17824-0304 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: MAHONEY TERESA RFILE NO. :21 14-0331 ACN: 101 DATE: 04-06-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 140,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 24,290.46 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 291,557.51
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 455,847.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 60 ,384.56
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO). 89,958.84
11. Total Deductions (11) 150,343.40
12. Net Value of Tax Return (12) 305,504.57
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C1s) .00
14. Net Value of Estate Subject to Tax C14) 305,504.57
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) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) 305.504.57 X 12 = 36,660.55
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 36,660.55
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-18-2014 CDO19318 789.47 15,000.00
11-21-2014 CDO19967 .00 19,827.52
INTEREST IS CHARGED THROUGH 04-21-2015 TOTAL TAX PAYMENT 35,616.99
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,043.56
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 9.93
TOTAL DUE 1,053.49
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. \�(�\