HomeMy WebLinkAbout04-13-15 NOTICE OF INHERITANCE TAX XpennsyLvarna
BUREAU OF INDIVIDUAL Taxes APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX 11V
PO BOX 28060f�gp. (,ED OFFICE OF REV-1547 EX AFP (11-14)
HARRISBURG P ' 1
REGISTER OF WILLS
DATE 04-13-2015
R
?DIS lit 1 1 3 RAI 1159 ESTATE OF MOHNEY FRANKLIN H
( I1 DATE OF DEATH 03-01-2014
CLERK OF FILE NUMBER 21 14-0397
BANG!@RPHANS' CkICH.AEL L COUNTY CUMBERLAND
ACN 101
42tUSI 1!TTM ST' APPEAL DATE: 06-12-2015
CAMP HILL PA 17011-5902 (See reverse side under Objections)
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 (--
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MOHNEY FRANKLIN HFILE NO. :21 14-0397 ACN: 101 DATE: 04-13-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 309,645.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 8,953. 10 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 169,891 .31
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 567,313.56
8. Total Assets (8) 1 ,055,802.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 20,325.75
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 15,355.60
11. Total Deductions (11) 35,681 .35
12. Net Value of Tax Return (12) 1,020,121 .62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 1,020,121.62
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 C16) I -DpD .1 71 -67 X 045 = 45,905.47
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)= 45,905.47
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-29-2014 CDO19220 2,263. 16 43,000.00
12-03-2014 CDO19988 . 10- 642.41
04-06-2015 SBADJUST .00 .01
TOTAL TAX PAYMENT 45,905.47
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. `��\