HomeMy WebLinkAbout04-13-15 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 17128UPORDED OFFICE OF
REGISTER'.. OF WILLS DATE 04-13-2015
ESTATE OF MACLAY CHARLES E
?015 RPR 13 A41 s-5 111 59, DATE OF DEATH 02-19-2013
FILE NUMBER 21 13-0239
CLERK 0 F, COUNTY CUMBERLAND
MACLAY
IL UE ACN 101
110 BR ns �_�LF L9,R!Q rrA [ - APPEAL DATE: 06-12-2015
W I L L I A S IL 'iiY '1'4221�-1877 (See reverse side under Objections)
Amount Remitted I I
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 +-
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REV-1547 EX AFP C11-14� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MACLAY CHARLES EFILE NO. :21 15-0239 ACN: 101 DATE: 04-13-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON. SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets -00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21,776.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 25,545,00
11. Total Deductions (11) 47,321 .00
12. Net Value of Tax Return (12) 47,321.00-
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,165,396.00
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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 1 9;n 39r'-nn X 045 = 51,767.55
17. Amount of Line 14 at sibling rate (17) nn x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 15,000.00 X 15 = 2,250.00
19. Principal Tax Due (19)= 54,017.55
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
05-10-2013 CDO17594 2,700.88 53,000.00
04-15-2014 CDO19160 .00 363.00
TOTAL TAX PAYMENT 56,063.88
BALANCE OF TAX DUE 2,046.33CR
INTEREST AND PEN. .00
TOTAL DUE 2,046.33CR
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.