HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES_ OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DI^V IS,O�,..� ! r REV-1547 EX AFP (11-14)
PO BOX 280601 OF
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HARRISBURG PA 1 28-0601_.,
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DATE 05-11-2015
?015 PM 12 1$ ESTATE OF MURRAY DOROTHY L
DATE OF DEATH 03-19-2014
�` FILE NUMBER 21 14-0318
`,I.7T COUNTY CUMBERLAND
STR0KV�PELLI0T A ACN 101
132 (�' , -St ' APPEAL DATE: 07-10-2015
HARRISBURG PA 17101-1227 (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: MURRAY DOROTHY LFILE NO. :21 14-0318 ACN: 101 DATE: 05-11-2015
TAX RETURN WAS: C 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) .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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 167,278.63
6. Jointly Owned Property (Schedule F) (6) 311,801 .70
7. Transfers (Schedule G) C7) 104,357.31
8. Total Assets (8) 583,437.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6,863.24
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 533.67
11. Total Deductions (11) 7,396.91
12. Net Value of Tax Return (12) 576,040.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 12,100.0 0
14. Net Value of Estate Subject to Tax (14) 563,940.73
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) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 563,940.73 X 15 = 84,591.11
19. Principal Tax Due (19)= 84,591 .11
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-16-2014 CDO19311 4,210.53 80,000.00
INTEREST IS CHARGED THROUGH 05-26-2015 TOTAL TAX PAYMENT 84,210.53
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 380.58
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.93
TOTAL DUE 385.51
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE -1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.