HomeMy WebLinkAbout08-26-15 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISENENTt ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601 1
RECfSTEP OF MILLS DATE 08-17-2015
ESTATE OF MCMILLEN CAROLYN 0
?015 RUG 26 P11 3 07 DATE OF DEATH 09-11-2013
FILE NUMBER 21 13-1020
C L E i,< CF COUNTY CUMBERLAND
BLACK ESQ ROBERT ORPHAN- C)�R T ACN 101APPEAL DATE: 10-16-2015
CARLISLE PA 17013-3
36 S HANOVER ST CUMBEgCfyjj�,'11 �rj (See reverse side under Objections)
Amount Remitted l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -0, RETAIN-LOWER PORTION FOR YOUR RECORDS 4- ---------------
REV-1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF. MCMILLEN CAROLYN OFILE NO. :21, 13-1020 ACN: 101 DATE: 08-17-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,117.46 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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) . 00
8. Total Assets (8) 1 ,117.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 1,117.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 163,665- 13
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) An , 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) 163,665. 13 x 15 = 24,549.77
19. Principal Tax Due (19)= 24,549.77
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
12-09-2013 CDO18504 1,052.63 20,000.00
04-28-2014 CDO19070 .00 3,329.55
02-17-2015 CD020241 .41- 168.00
08-10-2015 SBADJUST .00 3.04
TOTAL TAX PAYMENT 24,549.77
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.