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 DIVISION -J REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-04-2015
ESTATE OF MCCULLOUGH LOIS H
RECORDED OFFICE OF DATE OF DEATH 03-21-2014
REGISMI OF WILLS FILE NUMBER 21 14-0519
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�� �HA �Vf S � 2 2 1� ACN APPEAL DATE: 07-03-2015
CARLISLE PA 17013-3420 (See reverse side under Objections)
CLE" CF _ Amount Remittedi
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ORRHI N-1)' 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 4-
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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: MCCULLOUGH LOIS HFILE NO. :21 14-0519 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) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,004,199.60 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
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) 8,6 93.94
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 197,144.59
8. Total Assets (8) 2,210,038. 13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24,881 .99
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,044.40
11. Total Deductions (11) 26,926.39
12. Net Value of Tax Return C12) 2,183,111 .74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 2,183,111 .74
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) 2.1 R;,1 1 1 -74 x 045 = 98,240.03
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .00
19. Principal Tax Due (19)= 98,240.03
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (t)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-28-2014 CDO19207 4,912.00 94,000.00
TOTAL TAX PAYMENT 98,912.00
BALANCE OF TAX DUE 671 .97CR
INTEREST AND PEN. .00
TOTAL DUE 671 .97CR
* • 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.