HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsytvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OFFICE OF DEDUCTIONS AND ASSESSMENT OF TAX ------- REV-1547 EX AFP (11-14)
PO HARRISBURG A S-�U1 OF
REMSTE: ",IF VY'l L{..S
DATE 05-04-2015
HIS FInY 19 PM 12 21. ESTATE OF MANSFIELD MARIE M
DATE OF DEATH 03-10-2014
C LEr" CF
FILE NUMBER 21 14-0257
COUNTY CUMBERLAND
FN IT,4F$iWCK' CPA'STEVEN W ACN 101
Ci�1r,,CEDAR CLIFF DR APPEAL DATE: 07-03-2015
CAMP HILL P A 17011-7721 (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: MANSFIELD MARIE MFILE NO. :21 14-0257 ACN: 101 DATE: 05-04-2015
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,192.80 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) 3 5,98 7.22
6. Jointly Owned Property (Schedule F) (6) 80,160.32
7. Transfers (Schedule G) (7) 3,142,497. 12
8. Total Assets (8) 3,259,837.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 27,9 02.4 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,885.34
11. Total Deductions (11) 33,787.80
12. Net Value of Tax Return (12) 3,226,049.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 3,226,049.66
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) 3,224,049-44 x 045 = 145,172.23
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = 00
19. Principal Tax Due (19)= 145,172.23
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-04-2014 CDO19254 6,842.11 130,000.00
12-10-2014 CD020028 .00 8,330.33
TOTAL TAX PAYMENT 145,172.44
BALANCE OF TAX DUE .21CR
INTEREST AND PEN. .00
TOTAL DUE .21CR
* 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. �)`