HomeMy WebLinkAbout07-06-15 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PD BOXU G
HARRISRIS BURG PA PA R-UQUED OFFICE OF
REGISTER OF WILLS DATE 06-29-2015
JULUlS yl �� �� ESTATE OF LOVE MIGNON J
iJ DATE OF DEATH 06-19-2014
FILE NUMBER 21 14-0744
CLERK OF COUNTY CUMBERLAND
OTTO ORPHANS' G119RT V ACN 101
10 ff' T p APPEAL DATE: 08-28-2015
CAR r A�,D SPA' 1 h 13-3 015 (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 F�
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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: LOVE MIGNON JFILE NO. :21 14-0744 ACN: 101 DATE: 06-29-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 270,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 274,175.71 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) 214,086.89
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 770,807.99
8. Total Assets (8) 1 ,529,070.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 90,594.55
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,413.89
11. Total Deductions (11) 92,008.44
12. Net Value of Tax Return (12) 1,437,062. 15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,437,062.15
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) 0 0 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) ) •437.n67_ 1 G X 045 = 64,667.80
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)= 64,667.80
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-17-2014 CDO19688 3,157.89 60,000.00
03-11-2015 CD020322 .00 11509.91
TOTAL TAX PAYMENT 64,667.80
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. `\l\Xy�,