HomeMy WebLinkAbout06-30-15 NOTICE OF INHERITANCE TAX pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENTF REVENUE
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INHERITANCE TAX DIVISION "" REV-1547-1547EXX AFP (11-14)
PD BOX 280601 REC^�it�ED OFF#CE 0
HARRISBURG PA 17128-0601
REGIST`� V"' LS DATE 06-22-2015
MAEVL JR
?015 JUN 30 P! I 3 JIDATETOFODEATH 11-23-2013 CHARLES H
FILE NUMBER 21 13-1272
C L ' , OF COUNTY CUMBERLAND
BRENNEMAN KEITH rPN >' COU��T ACN 101
44 W MAIN ST �( f APPEAL DATE: 08-21-2015
MECHANICSBURG PA 17f1591 6249_. ''D '0" PA (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-THISLINE � 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: MANEVAL JR CHARLES HFILE NO. :21 13-1272 ACN: 101 DATE: 06-22-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 131,470.20 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 101 .81 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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 116,281 .8 2
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 207,511 .06
8. Total Assets (8) 455,364.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 24,617.83
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,347.65
11. Total Deductions (11) 27,965.48
12. Net Value of Tax Return (12) 427,399.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 427,399.41
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) 427.A99_41 X 045 = 19,232.97
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 C19)= 19,232.97
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-18-2014 CDO18774 736.84 14,000.00
02-10-2015 CD020230 36.84- 4,532.97
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-11-2015 TOTAL TAX PAYMENT 19,232.97
BALANCE OF TAX DUE .00
INTEREST AND PEN. 26.20
TOTAL DUE 26.20
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \(�