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HomeMy WebLinkAbout12-21-12 NOTICE OF INHERITANCE TAX pennsy vania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-12) PO BOX 280601 HARRISBURG PA 17128-0601 ~ i 11 i 0 C REG( y DATE 12-24-2012 ESTATE OF WEPFER OLIVE C Ll DATE OF DEATH 12-26-2011 FILE NUMBER 21 12-0075 K COUNTY CUMBERLAND ROBERT CLOFINE ESQ CL p.E ACN 101 120 PINE GROVE COAb!~A' 6 APPEAL DATE: 02-22-2013 YORK c u m ada R L3v 15 ti). , A (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- REV -1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: WEPFER OLIVE CFILE NO.:21 12-0075 ACN: 101 DATE: 12-24-2012 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) 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) 321,610.74 credit to your account, submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) 254,497.52 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 576,108.26 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11,518.2 3 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 610.0 9 11. Total Deductions (11) 12, 128.32 12. Net Value of Tax Return (12) 563, 979.94 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .Do- 14. Net Value of Estate Subject to Tax (14) 563, 979.94 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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 C15) 00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 563,979.94 x 045 = 25, 379.10 17. Amount of Line 14 at Sibling rate (17) .n 0 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .00 19. Principal Tax Due (19)= 25, 379.10 TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 03-21-2012 CDO15742 1,125.00 21,375.00 09-21-2012 CDO16542 .00 2,879.10 TOTAL TAX PAYMENT 25,379.10 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" CCR), YOU MAY BE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.